SourcingSourcing

KENNEDY INVESTMENT GROUP, INC.

C35
CRD 322605·SEC 801-126404·WEST DEPTFORD, NJ
AUM
$633.2M
$500M-$1B
Est. Revenue
$6.3M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.2M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KENNEDY INVESTMENT GROUP, INC.
CRD
322605
SEC file #
801-126404
EIN
800394091
DBA names
Kennedy Investment Group

Economics

AUM
$633.2M
AUM band
$500M-$1B
AUM trajectory
'23'26
$381.2M → $633.2M▲ +66%
Client mix
Individuals Other916
Individuals High Net Worth120

Operations

Employees (total)
12
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'23'26
4 advisors → 5 advisors▲ +25%
Primary office
WEST DEPTFORD NJ
Branches
—

Custodian & Brokerage

Primary custodian
Raymond Jameslow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
02/06/2026
ADV-W filed at
—
Website
facebook.com/kennedyinvestmentgroup(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KENNEDY, JOHN, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
KENNEDY, JOHN, WILLIAM
HERING, KEITH, ROBERT
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
social_url_excluded:facebook.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001978005
Edgar Registered
Yes
Edgar Filing Count
16
Edgar First Filing Date
2023-06-01
Edgar Last Filing Date
2026-04-22
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2026-04-22
Accession0001951757-26-000690
Edgar Former Names
KENNEDY INVESTMENT GROUP

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2715
Soi Zip Pct 200k Plus
0.0701
Soi Zip Returns 200k Plus
310
Soi Zip Total AGI
371,902
Fdic Zip Total Deposits
1,896,743,000
Fdic Zip Branch Count
60
Fdic Zip Top Banks
Columbia Bank
First Union National Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (22)

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
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Raymond James4
E*trade4
Edgar Addresses
Mailing
196 DELAWARE STREETWEST DEPTFORD, NJ 08086
Business
196 DELAWARE STREETWEST DEPTFORD, NJ 08086
Edgar EIN
800394091
Edgar Recent Filings
13F-HR2026-04-22 · 0001951757-26-000690
13F-HR2026-02-06 · 0001951757-26-000381
Fdic Zip Branches Raw
First Fidelity Bank, National AssociationThorofare, NJ
Midlantic National BankThorofare, NJ
Fdic Zip HHI
3567.28
Fdic Zip Top Bank Share Pct
57.67
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI11,996
Returns980
Stub 2
AGI33,487
Returns900
Stub 3
AGI49,073
Returns790
Soi Zip Total Business Income
12,160
Soi Zip Total Cap Gains
9,826
Soi Zip Total Dividends
4,930
Soi Zip Total Returns
4,420
Top Owner CRD
2453669
Trust Company Affiliate
No

People (6)

6
KENNEDY, JOHN, WILLIAM
IAR · Direct Owner · 87.5%
2453669
HERING, KEITH, ROBERT
IAR · Executive Officer · 2.5%
1496018
SCHROEDER, HENRY, J.
IAR · Executive Officer · 2.5%
4980239
EUGENE T DONATO
Executive Officer · 2.5%
4930813
James Francis Messner
IAR
7941236
Alexa Comey
IAR
7196987