Kennon-Green & Co.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kennon‑Green & Co. provides discretionary portfolio management and investment advisory services primarily to affluent and high‑net‑worth individuals and families, and also serves trusts, foundations, donor‑advised funds, family offices, and other institutional clients. Portfolios are implemented as individually managed accounts and the firm operates as a fee‑only fiduciary.
The firm follows a value‑oriented investment philosophy and constructs bespoke portfolios across approaches such as value, high‑dividend, defensive balanced, fixed‑income, passive, and bespoke mandates. Implementation is component‑by‑component; the firm may employ derivatives in separately managed accounts (for example, writing covered calls and cash‑secured puts) and, for clients with at least $10 million under management, may use forward contracts to hedge currency exposure.
As a compact team of four advisors managing roughly $171 million for about 90 client relationships, ownership and investment decision authority is concentrated with the founders, who jointly serve on the management and investment committees. The firm is distinctive among peers for making performance‑based fee arrangements available only in limited circumstances to qualified clients and for explicitly integrating derivatives and bespoke mandates into its discretionary management capabilities.
Client services
Expertise
Fee options
Flat fees may be negotiated on a case-by-case basis at the Firm's discretion
$0+: 1.25% on all amounts for Value Strategy (with minimums) $0 - $25,000,000: 1.25% on first $25 million for High Dividend Strategy $25,000,001+: 0.75% thereafter for High Dividend Strategy $0+: 1.25% on all amounts for Defensive Balanced Strategy (with minimums) $0 - $1,000,000: 0.89% on first $1 million for Passive Strategy $1,000,001 - $3,000,000: 0.79% on next $2 million for Passive Strategy $3,000,001 - $5,000,000: 0.69% on next $2 million for Passive Strategy $5,000,001 - $10,000,000: 0.59% on next $5 million for Passive Strategy $10,000,001+: 0.49% thereafter for Passive Strategy $0 - $5,000,000: 0.75% on first $5 million for Fixed-Income Strategy $5,000,001 - $25,000,000: 0.50% on next $20 million for Fixed-Income Strategy $25,000,001+: Negotiated thereafter for Fixed-Income Strategy $0+: 1.00% on all amounts for Donor-Advised Funds $1,000,000+: Negotiated on a case-by-case basis for Bespoke Strategy
Performance-based fees of 20% of net gains for qualified clients with at least $5 million initial funding; 80/20 split client/Firm; billed monthly in arrears; usually no minimum fee
Account minimum: $500,000 Minimum fee: Minimum annual fees range from $4,000 to $62,500 depending on strategy and account size Fee-only: Fee-only advisory firm; fees are usually a percentage of assets under management; flat fees may be negotiated on a case-by-case basis
Main office
5031 Forest Drive, Suite A
New Albany OH 43054-7089
Advisors at this office
3
Most active in
California · Michigan · Missouri · New Hampshire · New York · Ohio · Texas
Also doing business as
Kennon Green & Co. · Kennon Green & Company, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Advisors at this firm
Aaron G
Series 65
New Albany, OH
Kennon-Green & Co.
Aaron Green is a financial advisor at Kennon-Green & Co. with 10 years of industry experience. He holds the Series 65 designation and has been with Kennon-Green & Company, LLC since 2015. Prior to this, he was involved with Kennon-Green Enterprises, LLC and Mount Olympus Awards, LLC. Kennon-Green & Co. provides discretionary portfolio management and investment advisory services primarily to affluent individuals, families, and institutional clients. The firm follows a value-oriented investment philosophy and offers bespoke portfolio construction, including the use of derivatives and performance-based fee arrangements in select cases.
Joshua K
Series 65
New Albany, OH
Kennon-Green & Co.
Joshua Kennon is a financial advisor at Kennon-Green & Co. with 10 years of industry experience. He holds a Series 65 designation and has worked at Kennon-Green & Company, LLC since 2015. Prior to that, he was involved with Kennon-Green Enterprises, LLC, Mount Olympus Awards, LLC, and About.com. Kennon-Green & Co. provides discretionary portfolio management and investment advisory services mainly to affluent individuals, families, and institutional clients. The firm employs a value-oriented investment philosophy with bespoke portfolios and utilizes strategies including derivatives and performance-based fee arrangements in select cases.
Jacob M
Series 65
New Albany, OH
Kennon-Green & Co.
Jacob Mark is a Series 65-licensed financial advisor at Kennon-Green & Co. with four years of industry experience. His prior roles include positions at Fidelity Investments and Hope College. Kennon-Green & Co. provides discretionary portfolio management and investment advisory services primarily to affluent individuals, families, and institutional clients. The firm employs a value-oriented investment philosophy and constructs customized portfolios using various approaches, including derivatives and bespoke mandates.
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