Kenora Financial, Llc
- Regulatory AUM
- $316M
- Discretionary
- $316M
- Clients
- 191
- Avg AUM / client
- $1.7M
- Accounts
- 100
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 120 | $58.6M | 18.6% |
| High net worth individuals | 70 | $170M | 53.8% |
| Pooled investment vehicles (non-investment companies) | 1 | $82.4M | 26.1% |
| Pension and profit sharing plans | Fewer than 5 | $2.3M | 0.73% |
| Corporations and other businesses | Fewer than 5 | $2.6M | 0.82% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Oct 2024 · $62.4M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Select Investors Fund, Llc | Other Private Fund | Illinois | $62.4M | 90 |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Nicholas Linzer | Member | May 1985 (41y) | 10% – 25% | |
| Keith Brian Nyborg | Chief Compliance Officer | Jan 1990 (37y) | 25% – 50% | |
| Ryan Joseph Mcneilly | Member | Oct 2009 (17y) | 25% – 50% | |
| Nilu Dhillon Judge | Member | Dec 2019 (7y) | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
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.
Private funds (1, $62.4M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Select Investors Fund, Llc | Other Private Fund | $62.4M | $100K | 90 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/22/2026 | 1.26 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: MATERIAL MISREPRESENTATION AND OMISSIONS. FAILED TO REGISTER SECURITIES WITH SECRETARY OF STATE. VIOLATIONS OF SECTIONS 12.A,12.D,12.F & 12.C OF THE ACT. Status: Final Sanction Detail: NONE. Summary: ACKNOWLEDGED THAT THE SECRETARY OF STATE CONCLUDED RESPONDENT HAD VIOLATED SECTIONS 12.A AND 12.D OF THE ACT. AGREED NOT TO OFFER SECURITIES FOR SALE OR ACT AS INVESTMENT ADVISORS EXCEPT IN COMPLIANCE WITH THE ACT. APPLICANT BECAME REGISTERED INVESTMENT ADVISOR ON 10/27/1999 AND BEGAN INVESTMENT ADVISORY SERVICE.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $316M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 29, 2026.
View current Form ADV (SEC/IAPD) ↗