Kensington Financial Group, Inc.
- Regulatory AUM
- $170M
- Discretionary
- $164M
- Clients
- 763
- Avg AUM / client
- $222K
- Accounts
- 853
- Employees
- 2
AUM over time
Annual snapshots from Form ADV filings · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 691 | $77.3M | 45.6% |
| High net worth individuals | 72 | $92.2M | 54.4% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brett William Nelson | President & Ceo | Jun 2003 (23y) | 50% – 75% | |
| Dinkins, Beverly, Shore | Shareholder | Dec 2004 (22y) | Less than 5% | |
| Christopher Michael Haggerson | Chief Compliance Officer | Jun 2018 (8y) | Less than 5% | |
| Nelson, Debra | Shareholder | Jan 2023 (4y) | 25% – 50% |
Undisclosed: 0% – 25% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 931 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
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Interactive Brokers $156M (92% of AUM) May 2026
- TD Ameritrade $144M (100% of AUM) May 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗