KENSINGTON INVESTMENT COUNSEL
SEC RegisteredINVESTMENT SIMPLIFIED
About the firm
Kensington Investment Counsel is an independent registered investment advisor that designs personalized investment solutions for individual investors. The firm is independent of mutual funds, hedge funds, and Wall Street brokerages, and acts as an advocate and counselor for its investor-clients. Clients meet directly with the portfolio managers who select securities and monitor holdings.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Proprietary investment solutions including portfolio management, security selection, and ongoing monitoring of client holdings, with a fiduciary approach and personalized consultation.
Who they serve
Individuals seeking personalized investment solutions to meet their unique financial goals, hopes, needs, and conditions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 34 | $8.5M |
| High Net Worth Individuals | 81 | $298M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1 million | 1.25% |
| Next $4 million | 1.00% |
| Next $10 million | 0.75% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KENSINGTON INVESTMENT COUNSEL has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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