Simi Valley, CA Office

Kevin Kennedy, LLC provides comprehensive financial planning and investment advisory services to individuals, pension plans, and not‑for‑profit organizations. The firm offers SEI-managed account programs, 401(k) plan consulting, and non‑discretionary monitoring of variable annuity holdings, with financial planning available on a one‑time or ongoing basis and included in advisory services.

The firm’s investment process relies on SEI Investment Management Corporation’s model portfolios and mutual fund managers for security selection and automated rebalancing, with Kevin Kennedy, LLC advising clients on asset allocation and model selection. Services are generally non‑discretionary; the firm does not take custody of client assets or vote proxies and will coordinate holdings custodied at other broker‑dealers when requested.

Notably, the firm reports assets under advisement of $248.5 million and no regulatory assets under management, and its disclosures emphasize work with retirement plans and institutional clients rather than a large base of high‑net‑worth or retail individual relationships. The firm also discloses principals’ outside affiliations (including insurance agency activities and service in banking/municipal roles), which are flagged as potential conflicts and are addressed in its disclosures.