Kennon Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kennon Financial provides fee-based, discretionary investment advisory services to individual clients, including both high‑net‑worth and non‑HNW individuals, and tailors portfolios through client meetings without a stated account minimum. The firm implements custom portfolio management primarily using exchange‑traded funds to align with each client’s objectives.
The adviser pursues a tactical allocation approach intended to reduce risk and seek improved performance, frequently using ETFs and occasionally holding cash positions as hedges or adjusting sector weightings for dividend potential. Kennon employs fundamental, technical and cyclical analysis and typically implements a long‑term purchase strategy while reviewing accounts quarterly or as market conditions warrant.
Kennon manages roughly $306 million in discretionary assets for about 741 clients with a relatively small advisory staff, resulting in an unusually high amount of assets and client relationships per advisor compared with peers. Its investment adviser representatives are also licensed insurance agents and may sell insurance products for commissions—a relationship the brochure discloses as a potential conflict of interest and notes could represent a substantial portion of firm revenues.
Client services
Expertise
Fee options
Up to 1.00% per annum, payable quarterly in advance; fees vary depending on strategy complexity and account size; fees may be negotiated or waived
Commissions earned on insurance product transactions when acting as insurance agent; no advisory fees on these products
Main office
1 South School Avenue, Penthouse Suite
Sarasota FL 34237
Advisors at this office
1
Most active in
Florida · Pennsylvania
Also doing business as
David Kennon Incorporated · Kennon Financial
Disclosures
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Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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