Kensington Investment Counsel provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions. Financial planning was provided to 11–25 clients last fiscal year.
Kensington Investment Counsel reports 115 clients. They include 81 high-net-worth individuals and 34 individual clients. Of its assets, 100.0% ($310M across 293 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 30% | 3% |
| High-net-worth individuals | 70% | 96% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 34 | $8.53M | 2.7% | $251K |
| High-net-worth individuals | 81 | $298M | 96.2% | $3.68M |
| Charitable organizations | Fewer than 5 | $1.88M | 0.6% | — |
| Corporations and other businesses | Fewer than 5 | $1.47M | 0.5% | — |
| Total | 115 | $310M | 100% | — |
- Clients
- 34
- Regulatory AUM
- $8.53M
- AUM share
- 2.7%
- Avg. per client
- $251K
- Clients
- 81
- Regulatory AUM
- $298M
- AUM share
- 96.2%
- Avg. per client
- $3.68M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.88M
- AUM share
- 0.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $1.47M
- AUM share
- 0.5%
- Avg. per client
- —
Total
- Clients
- 115
- Regulatory AUM
- $310M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Kensington Investment Counsel charges 0.75%–1.25% for its Investment advisory fee schedule. The brochure does not state whether the rate is annual. The fee is billed in arrears.
Fee details and sources
Richard Wimbish owns 75% or more of Kensington Investment Counsel. The leadership team of Kensington Investment Counsel includes Chief Compliance Officer Jeffrey Wimbish. It has 4 employees.
Leadership
- Jeffrey WimbishManaging Partner, Chief Compliance Officer
- Richard WimbishPartner
- Jonathan WimbishPartner
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Jeffrey G. Wimbish
- Jonathan Scott Wimbish
Staff
- 4 employees
- 4 in advisory functions
- 3 state-registered reps
- Owns 75% or more of Kensington Investment Counsel, LLC
Richard Wimbish
Control person · since January 2000
- Owns 75% or more of Kensington Investment Counsel, LLC
Wimbish Family Trust DTD November 22, 1995
since January 2000
- Owns 50% to 75% of Wimbish Family Trust DTD November 22, 1995
Carroll Wimbish
since January 2000
- Owns 10% to 25% of Kensington Investment Counsel, LLC
Jeffrey Wimbish
Control person · since January 2000
- Owns 10% to 25% of Kensington Investment Counsel, LLC
Jeffrey G. Wimbish Trust DTD January 12, 2000
since January 2000
- Owns 5% to 10% of Kensington Investment Counsel, LLC
Jonathan Wimbish
Control person · since August 2012
- Owns 5% to 10% of Kensington Investment Counsel, LLC
Jonathan S. Wimbish Separate Property Trust DTD August 26, 2015
since August 2012
Kensington Investment Counsel’s regulatory assets grew 2.1× from $151M (June 2021) to $310M (March 2026); clients rose from 76 to 115 and employees were 4 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $310M | 115 | 4 | 2 |
| March 2025 | $298M | 108 | 4 | 2 |
| March 2024 | $250M | 92 | 4 | 2 |
| March 2023 | $174M | 92 | 3 | 2 |
| March 2022 | $203M | 84 | 3 | 2 |
| June 2021 | $151M | 76 | 4 | 2 |
Besides its headquarters, Kensington Investment Counsel has 1 office, with 2 listed addresses in California.
California · 2 listed addresses
- 5580 E. 2nd Street, Suite 209, Long BeachHQ
- 1482 E Valley Road, Santa Barbara,
Contact and registration details
- Legal name
- Kensington Investment Counsel, LLC
- Headquarters
- 5580 E. 2nd Street, Suite 209, Long Beach, CA 90803
- Website
- kensingtonic.com
- Phone
- 562-983-6677
- SEC file
- 801-121893
- Founded
- 1994
- Structure
- California LLC
- Fiscal year end
- December
Kensington Investment Counsel does not have custody of client assets.
At year end, Kensington Investment Counsel’s separately managed accounts were mostly in stocks (78%) and bonds (14%). Its reported 13F holdings for the quarter ended 30 June 2026 total $230M across 85 positions; the largest are Apple Inc. (7.9%), Microsoft Corp. (5.1%) and Abbvie Inc. (3.9%).
What the accounts hold
- Stocks78%
- Funds2%
- Bonds14%
- U.S. government and agency bonds13%
- High-yield corporate bonds1%
- Cash6%
Reported 13F holdings
- $230M
- Reported 13F value
- 85
- Positions
- 39.5%
- In the 10 largest
- +10.8%
- Value vs. prior quarter
- Apple Inc.7.9%
- Microsoft Corp.5.1%
- Abbvie Inc.3.9%
- JPMORGAN Chase & CO3.7%
- Cisco Sys Inc.3.6%
- Snap ON Inc.3.4%
- Dell Technologies Inc. CL C3.3%
- Nvidia Corporation3.0%
- Texas Instrs Inc.2.9%
- Johnson & Johnson2.8%
Together, the ten largest are 39.5% of reported value.
How many clients does Kensington Investment Counsel have?
Kensington Investment Counsel has 115 clients and manages $310 million for them, as of March 2026. They include 81 high-net-worth individuals and 34 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Kensington Investment Counsel offer?
Kensington Investment Counsel provides financial planning, portfolio management for individuals and small businesses, and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kensington Investment Counsel charge?
Kensington Investment Counsel charges 0.75%–1.25% for its Investment advisory fee schedule. The brochure does not state whether the rate is annual. The fee is billed in arrears.
Source: KENSINGTON INVESTMENT COUNSEL, LLC, filed 31 March 2026
How many financial advisors does Kensington Investment Counsel have?
Kensington Investment Counsel has 3 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kensington Investment Counsel invest in?
At the end of its last fiscal year, Kensington Investment Counsel’s separately managed accounts held 78% exchange-traded equities, 13% U.S. government and agency bonds, 6% cash and equivalents, 2% registered funds (mutual funds, ETFs, BDCs) and 1% high-yield corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kensington Investment Counsel?
Kensington Investment Counsel is owned through a trust by Carroll Wimbish. Its direct owners are Richard Wimbish (75% or more), Jeffrey Wimbish (10% to 25%), Jonathan Wimbish (5% to 10%), Jeffrey G. Wimbish Trust DTD January 12, 2000 (10% to 25%), Jonathan S. Wimbish Separate Property Trust DTD August 26, 2015 (5% to 10%) and Wimbish Family Trust DTD November 22, 1995 (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Kensington Investment Counsel get paid?
Kensington Investment Counsel is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Kensington Investment Counsel registered with the SEC?
Yes, Kensington Investment Counsel has been registered with the SEC as an investment adviser since 29 July 2021. Its CRD number is 108012 and its SEC file number is 801-121893.
Source: Form ADV Part 1A, Item 1, filed 31 March 2026; IAPD firm record
How do I contact Kensington Investment Counsel?
Kensington Investment Counsel’s main office is at 5580 E. 2nd Street, Suite 209, Long Beach, CA 90803. Its phone number is 562-983-6677. Its website is kensingtonic.com.