KENSINGTON FINANCIAL GROUP, INC.
CRD #127658 SEC #801-120510 WINSTON-SALEM, NC 336-712-9743
SEC Registered
Total AUM
$146.8M
Discretionary
$142M
Employees
2
Clients
0
Accounts
769
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $146.8M | $142M | $4.8M | 2 | 0 |
| Mar 2025 | $146.8M | $142M | $4.8M | 2 | 0 |
| Jan 2025 | $124.1M | $120.6M | $3.5M | 2 | 0 |
| Apr 2024 | $124.1M | $120.6M | $3.5M | 2 | 0 |
| Feb 2024 | $124.1M | $120.6M | $3.5M | 2 | 0 |
| Feb 2023 | $104.2M | $101.8M | $2.5M | 2 | 0 |
| May 2022 | $143.6M | $143.6M | $0 | 2 | 0 |
| Feb 2022 | $143.6M | $143.6M | $0 | 2 | 0 |
| Jan 2022 | $123.1M | $123.1M | $0 | 4 | 0 |
| Apr 2021 | $123.1M | $123.1M | $0 | 4 | 0 |
| Feb 2021 | $123.1M | $123.1M | $0 | 4 | 0 |
| Feb 2021 | $123.1M | $123.1M | $0 | 4 | 0 |
| May 2012 | $39.2M | $39.2M | $0 | 1 | 200 |
| Mar 2012 | $39.2M | $39.2M | $0 | 1 | 200 |
| Mar 2011 | $44.9M | $44.3M | $663.5K | 5 | -- |
| Apr 2010 | $35.4M | $34.6M | $798.3K | 5 | -- |
DateOct 2025
Total AUM$146.8M
Discretionary$142M
Non-Disc.$4.8M
Employees2
Clients0
DateMar 2025
Total AUM$146.8M
Discretionary$142M
Non-Disc.$4.8M
Employees2
Clients0
DateJan 2025
Total AUM$124.1M
Discretionary$120.6M
Non-Disc.$3.5M
Employees2
Clients0
DateApr 2024
Total AUM$124.1M
Discretionary$120.6M
Non-Disc.$3.5M
Employees2
Clients0
DateFeb 2024
Total AUM$124.1M
Discretionary$120.6M
Non-Disc.$3.5M
Employees2
Clients0
DateFeb 2023
Total AUM$104.2M
Discretionary$101.8M
Non-Disc.$2.5M
Employees2
Clients0
DateMay 2022
Total AUM$143.6M
Discretionary$143.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$143.6M
Discretionary$143.6M
Non-Disc.$0
Employees2
Clients0
DateJan 2022
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2021
Total AUM$123.1M
Discretionary$123.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2012
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$44.9M
Discretionary$44.3M
Non-Disc.$663.5K
Employees5
Clients--
DateApr 2010
Total AUM$35.4M
Discretionary$34.6M
Non-Disc.$798.3K
Employees5
Clients--