SourcingSourcing

KENSINGTON FINANCIAL GROUP, INC.

C44
CRD 127658·SEC 801-120510·WINSTON-SALEM, NC
AUM
$169.5M
$100M-$500M
Est. Revenue
$1.7M
@ 1% on AUM
Est. EBITDA
$509K
@ 30% margin
Est. Deal Value
$4.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KENSINGTON FINANCIAL GROUP, INC.
CRD
127658
SEC file #
801-120510
EIN
—
DBA names
—

Economics

AUM
$169.5M
AUM band
$100M-$500M
AUM trajectory
'22'26
$143.6M → $169.5M▲ +18%
Client mix
Individuals Other691
Individuals High Net Worth72

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
2 advisors → 2 advisors▬ 0%
Primary office
WINSTON-SALEM NC
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NELSON, BRETT, WILLIAM
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
NELSON, BRETT, WILLIAM
Nelson, Debra
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
E*trade4
Interactive Brokers2
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
4681786
Trust Company Affiliate
No

People (4)

4
NELSON, BRETT, WILLIAM
IAR · Direct Owner · 62.5%
4681786
Nelson, Debra
Direct Owner · 37.5%
7866738
Haggerson, Christopher, Michael
IAR · Executive Officer · 2.5%
6950525
DINKINS, BEVERLY, SHORE
Executive Officer · 2.5%
4730401