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KENNON FINANCIAL
DAVID KENNON INCORPORATED
CRD 301130 · SEC 801-115025
1 SOUTH SCHOOL AVENUE, PENTHOUSE SUITE, SARASOTA, FL, 34237, United States
Phone
941-556-6307
Fax
941-556-6307
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$300.0M
Discretionary AUM
$300.0M
Team
3 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-02
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 660 | $165.5M |
| High net worth individuals | 81 | $134.5M |
States served
PA, FL
All web addresses on file
Official SEC filing: View on IAPD