Kensington Investment Counsel, Llc
- Regulatory AUM
- $310M
- Discretionary
- $310M
- Clients
- 115
- Avg AUM / client
- $2.7M
- Accounts
- 293
- Employees
- 4
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 34 | $8.5M | 2.75% |
| High net worth individuals | 81 | $298M | 96.2% |
| Charitable organizations | Fewer than 5 clients | $1.9M | 0.61% |
| Corporations and other businesses | Fewer than 5 clients | $1.5M | 0.47% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey G. Wimbish | Managing Partner, Chief Compliance Officer | Jan 2000 (27y) | ≈ 7.5% – 25% via Jeffrey G. Wimbish Trust Dtd January 12, 2000 | |
| Wimbish, Carroll, B. | Trustee | Jan 2000 (27y) | ≈ 37.5% – 75% via Wimbish Family Trust Dtd November 22, 1995 | |
| Wimbish, Richard, G. | Partner | Jan 2000 (27y) | 75% or more | |
| Jonathan Scott Wimbish | Partner | CFA | Aug 2012 (14y) | ≈ 3.75% – 10% via Jonathan S. Wimbish Separate Property Trust Dtd August 26, 2015 |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wimbish Family Trust Dtd November 22, 1995 | Shareholder | Jan 2000 | A | 75% or more |
| Jeffrey G. Wimbish Trust Dtd January 12, 2000 | Shareholder | Jan 2000 | A | 10% – 25% |
| Jonathan S. Wimbish Separate Property Trust Dtd August 26, 2015 | Shareholder | Aug 2012 | A | 5% – 10% |
Estimated effective ownership (look-through of filed bands):
- Jeffrey G. Wimbish: 75% – 100% of Jeffrey G. Wimbish Trust Dtd January 12, 2000 × 10% – 25% direct ≈ 7.5% – 25% of the firm
- Wimbish, Carroll, B.: 50% – 75% of Wimbish Family Trust Dtd November 22, 1995 × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Jonathan Scott Wimbish: 75% – 100% of Jonathan S. Wimbish Separate Property Trust Dtd August 26, 2015 × 5% – 10% direct ≈ 3.75% – 10% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗