DAVID KENNON INCORPORATED
Legal name: KENNON FINANCIAL
CRD #301130 SEC #801-115025 SARASOTA, FL 941-556-6307
SEC Registered
Total AUM
$293M
Discretionary
$293M
Employees
3
Clients
--
Accounts
1,153
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $293M | $293M | $0 | 3 | 0 |
| Feb 2024 | $245M | $245M | $0 | 3 | 0 |
| Feb 2024 | $245M | $245M | $0 | 3 | 0 |
| Jan 2023 | $210M | $210M | $0 | 3 | 0 |
| Jan 2022 | $242M | $242M | $0 | 3 | 0 |
| Jan 2021 | $200M | $200M | $0 | 3 | 0 |
| Jun 2020 | $174.1M | $174.1M | $0 | 3 | 300 |
| Feb 2020 | $174.1M | $174.1M | $0 | 3 | 300 |
| Jun 2019 | $141M | $141M | $0 | 3 | 0 |
| Jun 2019 | $141M | $141M | $0 | 3 | 0 |
| May 2019 | $0 | $0 | $0 | 3 | 0 |
| Mar 2019 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$293M
Discretionary$293M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$245M
Discretionary$245M
Non-Disc.$0
Employees3
Clients0
DateJan 2023
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees3
Clients0
DateJan 2022
Total AUM$242M
Discretionary$242M
Non-Disc.$0
Employees3
Clients0
DateJan 2021
Total AUM$200M
Discretionary$200M
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees3
Clients300
DateFeb 2020
Total AUM$174.1M
Discretionary$174.1M
Non-Disc.$0
Employees3
Clients300
DateJun 2019
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees3
Clients0
DateJun 2019
Total AUM$141M
Discretionary$141M
Non-Disc.$0
Employees3
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0