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KENSINGTON FINANCIAL ADVISORS LLC

B59
CRD 136346·SEC 801-64526·ROSELAND, NJ
AUM
$159.9M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$480K
@ 30% margin
Est. Deal Value
$3.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KENSINGTON FINANCIAL ADVISORS LLC
CRD
136346
SEC file #
801-64526
EIN
—
DBA names
—

Economics

AUM
$159.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$174.6M → $159.9M▼ -8%
Client mix
Individuals Other49
Individuals High Net Worth42

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
ROSELAND NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingOther Advisory Services
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
01/29/2026
ADV-W filed at
—
Website
kfinadvisors.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
FUHRMAN, DAVID, A.
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
FUHRMAN, DAVID, A.
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KFINADVISORS.COM
Rdap Domain Creation Date
2022-03-05T00:03:54Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

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 (14)

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
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-05T00:03:54Z
Rdap Domain Last Changed
2022-10-02T16:09:13Z
Rdap Nameservers
Ns13.domaincontrol.comNs14.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4491064
Trust Company Affiliate
No

People (2)

2
FUHRMAN, DAVID, A.
IAR · Direct Owner · 87.5%
4491064
CHERYL LEE WERBELOFF
IAR
5752927