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Also a trustee of Wimbish Family Trust DTD November 22, 1995 in the 50% to 75% band and a control person, since January 2000."},{"label":"Jeffrey Wimbish","detail":"Managing partner, chief compliance officer in the 10% to 25% ownership band and a control person, since January 2000. Also a trustee of Jeffrey G. Wimbish Trust DTD January 12, 2000 in the 75% or more band and a control person, since January 2000."},{"label":"Jonathan Wimbish","detail":"Partner in the 5% to 10% ownership band and a control person, since August 2012. Also a trustee of Jonathan S. Wimbish Separate Property Trust DTD August 26, 2015 in the 75% or more band and a control person, since August 2012."},{"label":"Jeffrey G. Wimbish Trust DTD January 12, 2000","detail":"Shareholder in the 10% to 25% ownership band, since January 2000."},{"label":"Jonathan S. Wimbish Separate Property Trust DTD August 26, 2015","detail":"Shareholder in the 5% to 10% ownership band, since August 2012."},{"label":"Wimbish Family Trust DTD November 22, 1995","detail":"Shareholder in the 75% or more ownership band, since January 2000."},{"label":"Carroll Wimbish","detail":"Indirect owner: a trustee of Wimbish Family Trust DTD November 22, 1995 in the 50% to 75% band, since January 2000.","parent":"Wimbish Family Trust DTD November 22, 1995"}],"filedOffices":{"otherThanPrincipal":1,"privateResidences":0},"listedOfficeAddresses":2,"foreignOffices":[],"officesByState":[{"state":"California","offices":2,"addresses":[{"street":"5580 E. 2nd Street, Suite 209","city":"Long Beach","headquarters":true},{"street":"1482 E Valley Road","city":"Santa Barbara,"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"562-983-6677","stateRegisteredReps":3,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for businesses (other than small businesses) or institutional clients"],"financialPlanningClients":"11-25","assetMix":[{"label":"Exchange-traded equity securities","percent":78},{"label":"U.S. government/agency bonds","percent":13},{"label":"Non-investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":2},{"label":"Cash and cash equivalents","percent":6}],"privateFunds":0},"sources":{"adv1FilingDate":"31 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/108012/PDF/108012.pdf","brochureDate":"31 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1036556","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Kensington Investment Counsel have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Kensington Investment Counsel offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Kensington Investment Counsel charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"How many financial advisors does Kensington Investment Counsel have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Kensington Investment Counsel invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Kensington Investment Counsel?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Kensington Investment Counsel get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Kensington Investment Counsel registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Kensington Investment Counsel?","answer":"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. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}