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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KENNEDY INVESTMENT GROUP

KENNEDY INVESTMENT GROUP, INC., CRD 322605

WEST DEPTFORD, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:912c8b40-c41a-8b81-a537-b7b7920378fb

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 5
On other graphs: 0
Observed: Jul 18, 2022 to Feb 6, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $633MItem 5.F on the latest filing (2026-02-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $633M
Private client RAUM: $631MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $127Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 2,641
Individual clients: 916
High net worth clients: 120
SEC number: 801-126404
CRD: 322605
Filings on the tape: 9
First filed: Jul 18, 2022
Latest filed: Feb 6, 2026
Organised: Corporation, NJ

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHN WILLIAM KENNEDY	Certified Financial Planner	WEST DEPTFORD, NJ	3	32	2	no
KEITH ROBERT HERING	n/a	Holicong, PA \| WEST DEPTFORD, NJ	3	40	2	no
HENRY J. SCHROEDER	Certified Financial Planner	WEST DEPTFORD, NJ	3	21	2	no
Alexa Comey	n/a	WEST DEPTFORD, NJ	3	10	2	no
James Francis Messner	Chartered Financial Analyst	WEST DEPTFORD, NJ	2	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
HERING, KEITH, ROBERT	MANAGING DIRECTOR	Na	yes	10/2022	Nov 2, 2022	Feb 15, 2024
KENNEDY, JOHN, WILLIAM	Ceo	E	yes	07/2022	Jul 18, 2022	Feb 15, 2024
SCHROEDER, HENRY, J.	President	Na	yes	01/2024	Feb 15, 2024	Feb 15, 2024
DONATO, EUGENE, T	CHIEF COMPLIANCE OFFICER	Na	no	07/2022	Jul 18, 2022	Feb 15, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KENNEDY INSURANCE SERVICES INC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Holicong	Pa	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 6, 2026	$633M	$633M	12	5	1	n/a	n/a
2024	Jan 31, 2025	$545M	$545M	10	5	1	n/a	n/a
2023	Feb 15, 2024	$469M	$469M	11	5	1	n/a	n/a
2022	Mar 21, 2023	$397M	$397M	14	4	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$633M	$545M	16.1%	$397M	16.8%	12	10	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	3	Oct 10, 2022	Oct 3, 2022	WEST DEPTFORD, NJ	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (6)

← James Francis MessnerAdvisorregistration: current employment
Jun 24, 2024 to presentfactForm ADV
← Alexa ComeyAdvisorregistration: current employment
Oct 3, 2022 to presentfactForm ADV
← KEITH ROBERT HERINGAdvisorregistration: current employment
Sep 30, 2022 to presentfactForm ADV
← HENRY J. SCHROEDERAdvisorregistration: current employment
Sep 30, 2022 to presentfactForm ADV
← JOHN WILLIAM KENNEDYAdvisorregistration: current employment
Sep 29, 2022 to presentfactForm ADV
← Stephen Albert CorboAdvisorregistration: previous registration
Oct 31, 2023 to Jul 12, 2024factForm ADV

Controls (3)

← HERING, KEITH, ROBERTOwnerMANAGING DIRECTOR, ownership code NA, individual
Nov 2, 2022 to Feb 15, 2024factForm ADV
← KENNEDY, JOHN, WILLIAMOwnerCEO, ownership code E, individual
Jul 18, 2022 to Feb 15, 2024factForm ADV
← SCHROEDER, HENRY, J.OwnerPRESIDENT, ownership code NA, individual
Feb 15, 2024 to Feb 15, 2024factForm ADV

Owns (1)

← DONATO, EUGENE, TOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 18, 2022 to Feb 15, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser3 advisors, team lift out
Oct 10, 2022 to Oct 3, 2022factForm ADV

Dated events

Occurred
Jul 12, 2024
Advisor changed firm
Stephen Albert Corbo left Kennedy Investment Group for Raymond James Financial Services Advisors, Inc (registered 2024-06-03)
Form ADVobserved 6 days ago
Occurred
Feb 15, 2024
Control person joined
J. Henry Schroeder (President) appeared on Schedule A of Kennedy Investment Group
Form ADVobserved 6 days ago
Occurred
Nov 2, 2022
Control person joined
Robert Keith Hering (Managing Director) appeared on Schedule A of Kennedy Investment Group
Form ADVobserved 6 days ago
Occurred
Oct 10, 2022
Team lift-out
3 advisors left Raymond James Financial Services Advisors, Inc (West Deptford, NJ) for Kennedy Investment Group within 3 days
Form ADVobserved 5 days ago
3 advisors
Occurred
Jul 18, 2022
First Form ADV filing
Kennedy Investment Group filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:912c8b40-c41a-8b81-a537-b7b7920378fb
First observed: Jul 18, 2022
Last observed: Feb 6, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KENNEDY INVESTMENT GROUP

KENNEDY INVESTMENT GROUP, INC., CRD 322605

WEST DEPTFORD, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:912c8b40-c41a-8b81-a537-b7b7920378fb

Data as of Feb 6, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:53 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHN WILLIAM KENNEDY

Certified Financial Planner

WEST DEPTFORD, NJ

KEITH ROBERT HERING

n/a

Holicong, PA | WEST DEPTFORD, NJ

HENRY J. SCHROEDER

Certified Financial Planner

WEST DEPTFORD, NJ

Alexa Comey

n/a

WEST DEPTFORD, NJ

James Francis Messner

Chartered Financial Analyst

WEST DEPTFORD, NJ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

HERING, KEITH, ROBERT

MANAGING DIRECTOR

yes

10/2022

Nov 2, 2022

Feb 15, 2024

KENNEDY, JOHN, WILLIAM

Ceo

yes

07/2022

Jul 18, 2022

Feb 15, 2024

SCHROEDER, HENRY, J.

President

yes

01/2024

Feb 15, 2024

DONATO, EUGENE, T

CHIEF COMPLIANCE OFFICER

07/2022

Jul 18, 2022

Feb 15, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KENNEDY INSURANCE SERVICES INC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Holicong

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Feb 6, 2026

$633M

n/a

2024

Jan 31, 2025

$545M

n/a

2023

Feb 15, 2024

$469M

n/a

2022

Mar 21, 2023

$397M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$633M

$545M

16.1%

$397M

16.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 10, 2022

Oct 3, 2022

WEST DEPTFORD, NJ

Team lift out

Ibd to new firm

0.1%