DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
K••••••••• A•••• M••••••••• L••
Latest filing Aug 3, 2026
First filing on the tape Jun 18, 2020 · 20 filings
SEC status approved since Aug 14, 2020
RAUM
$2.6B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
7
registered through the firm on IAPD
RAUM per advisor
$365M
derived; firm RAUM over IAPD count
Employees
17
5 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
20 filings and snapshots on the tape
RAUM$2.6B as of Aug 3, 2026
Mar 30, 2021$408M then
HNW client RAUM$0 as of Aug 3, 2026
Mar 30, 2021$0 then
State-registered IARs (5.B.3)5 as of Aug 3, 2026
Mar 30, 20212 then
Employees (5.A)17 as of Aug 3, 2026
Mar 30, 202112 then
Private funds: no history
RAUM +35% over the last fiscal year+9.9% a year over threeIARs 5 to 5
Practice profile
derived from the filing of Aug 3, 2026; every figure names its basis
- RAUM per advisor
- $365MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $2.6BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.4derivedItem 5.A over advisors
- Advisors per office
- 3.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +35%derivedbetween the last two annual amendments
- Advisor growth, one year
- +0.0%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for investment companies, selection of other advisers, otherreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$2.6B100%
- Individual clients
- n/areported
- HNW clients
- 0reported
- Pension plan clients
- 0reported
- Charitable clients
- 0reported
- Accounts
- 1reported
- Financial planning clients
- 0reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=5.0derived
Advisors registered through the firm
7 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| J•••• S•• | Austin, Tx | Jan 17, 2024 | 12 y | 1 |
| J••••• L•• F••••••• | Austin, Tx | Jan 17, 2024 | 10 y | 1 |
| P•••••• A••••• S••••••••• | Austin, Tx | Jan 17, 2024 | 18 y | 1 |
| B•••• P••••••• D••••••••• | Austin, Tx | Jan 25, 2024 | 32 y | 5 |
| S••••• B•••••••• C•••• | Austin, Tx | Feb 28, 2025 | 25 y | 4 |
| B•••• M•••••• W•••••••••Chartered Financial Analyst | Austin, Tx | Jan 7, 2026 | 12 y | 1 |
| O•••• T••••• A••••••••• | Portland, Or | Aug 3, 2026 | 10 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount1 left over 36 months
Left, latest
- G•••• M• D•••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Oct 21, 2024 · Other
Joined, latest
- B•••• M•••••• W••••••••• from W•• A•••••••• L•Jan 7, 2026 · Other
- S••••• B•••••••• C•••• from S•••••• P••••••• I••••••••• S••••••••• L••Feb 28, 2025 · Other
- B•••• P••••••• D••••••••• from A••••••• P•••••••• L••Aug 14, 2020 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- A••••••• V••••••• M•••• · Chief Operating Officercontrolsince 06/2020 · owns less than 5%
- B••••• W••••••• S•••• · Executive Directorcontrolsince 06/2020 · owns less than 5%
- C••••• S•••••• B•••••••• · Chief Compliance Officercontrolsince 01/2024 · owns less than 5%
- D••••••••• B••••• P••••••• · Portfolio Managercontrolsince 06/2020 · owns 10% to 25%
- W••••••••• B••••• M•••••• · Executive Directorcontrolsince 04/2022 · owns less than 5%
- E••••••••• M•••• W••••• · Membercontrolsince 11/2021 · owns 25% to 50% of K••••••••• I••••••••• P•••••••• L••
- F••••••••• E••••••• · Membercontrolsince 11/2021 · owns 25% to 50% of K••••••••• I••••••••• P•••••••• L••
Entity owners
- K••••••••• I••••••••• P•••••••• L•• · Memberdirect · owns 75% or more
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Austin, Tx · principal | 7 | 2 | 0 |
Offices
Schedule D 1.F, the 25 largest
- San Juan, PR1 employees
What changed
consecutive filings, newest first
- BD registered reps · 4 to 5Dec 15, 2025 to Mar 13, 2026
- Discretionary RAUM · $1.9B to $2.6BDec 15, 2025 to Mar 13, 2026
- RAUM · $1.9B to $2.6BDec 15, 2025 to Mar 13, 2026
- Related adviser · false to trueSep 26, 2025 to Dec 15, 2025
- Financial planning clients · 0 to 0Aug 29, 2025 to Sep 26, 2025
- BD registered reps · 3 to 4Mar 15, 2024 to Mar 24, 2025
- Discretionary RAUM · $2.1B to $1.9BMar 15, 2024 to Mar 24, 2025
- RAUM · $2.1B to $1.9BMar 15, 2024 to Mar 24, 2025
- Accounts · 3 to 1Jan 16, 2024 to Mar 15, 2024
- Advisory activities · 2 to 3Jan 16, 2024 to Mar 15, 2024
- Employees · 13 to 17Jan 16, 2024 to Mar 15, 2024
- Financial planning clients · unset to 0Jan 16, 2024 to Mar 15, 2024
- Discretionary RAUM · $1.9B to $2.1BJan 16, 2024 to Mar 15, 2024
- RAUM · $1.9B to $2.1BJan 16, 2024 to Mar 15, 2024
- Advisory employees · 4 to 5Sep 28, 2022 to Mar 29, 2023
- Advisory activities · 1 to 2Sep 28, 2022 to Mar 29, 2023
- Employees · 10 to 13Sep 28, 2022 to Mar 29, 2023
- State-registered IARs · 3 to 5Sep 28, 2022 to Mar 29, 2023
- Discretionary RAUM · $1.2B to $1.9BSep 28, 2022 to Mar 29, 2023
- RAUM · $1.2B to $1.9BSep 28, 2022 to Mar 29, 2023
- Accounts · 2 to 3Dec 8, 2021 to Mar 30, 2022
- Advisory employees · 2 to 4Dec 8, 2021 to Mar 30, 2022
- BD registered reps · 7 to 3Dec 8, 2021 to Mar 30, 2022
- Individual clients · 0.0 to unsetDec 8, 2021 to Mar 30, 2022
- Employees · 12 to 10Dec 8, 2021 to Mar 30, 2022
- State-registered IARs · 2 to 3Dec 8, 2021 to Mar 30, 2022
- Discretionary RAUM · $1.0B to $1.2BDec 8, 2021 to Mar 30, 2022
- RAUM · $1.0B to $1.2BDec 8, 2021 to Mar 30, 2022
- Business name · K••••••••• A•••••••• L•• to K••••••••• A•••• M••••••••• L••Mar 30, 2021 to Dec 1, 2021
- Legal name · K••••••••• A•••••••• L•• to K••••••••• A•••• M••••••••• L••Mar 30, 2021 to Dec 1, 2021
- Discretionary RAUM · $408M to $1.0BMar 30, 2021 to Dec 1, 2021
- Individual RAUM · 0.0 to unsetMar 30, 2021 to Dec 1, 2021
- RAUM · $408M to $1.0BMar 30, 2021 to Dec 1, 2021
- BD registered reps · 6 to 7Dec 14, 2020 to Mar 30, 2021
- Discretionary RAUM · $338M to $408MDec 14, 2020 to Mar 30, 2021
- RAUM · $338M to $408MDec 14, 2020 to Mar 30, 2021
- Accounts · 0 to 2Jun 24, 2020 to Dec 14, 2020
- Advisory employees · 3 to 2Jun 24, 2020 to Dec 14, 2020
- BD registered reps · 2 to 6Jun 24, 2020 to Dec 14, 2020
- Employees · 6 to 12Jun 24, 2020 to Dec 14, 2020
Signals
11 dated events
- K••••••••• A•••• M••••••••• L•• reported RAUM $2.6B, up 35% from $1.9B (2025-12-15 to 2026-03-13)Mar 13, 2026 · ria raum c••••e · derived
- G•••• M• D•••• left K••••••••• A•••• M••••••••• L•• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2024-11-19)Oct 21, 2024 · advisor firm c••••e · fact
- B•••••••• S••••• C•••• (Chief Compliance Officer) appeared on Schedule A of K••••••••• A•••• M••••••••• L••Jan 3, 2024 · Control person joined · fact
- Scott William Bower (Executive Director) appeared on Schedule A of K••••••••• A•••• M••••••••• L••Mar 29, 2023 · Control person joined · fact
- K••••••••• A•••• M••••••••• L•• reported RAUM $1.9B, up 65% from $1.2B (2022-09-28 to 2023-03-29)Mar 29, 2023 · ria raum c••••e · derived
- Matthew Brian Weisenberger (Executive Director) appeared on Schedule A of K••••••••• A•••• M••••••••• L••Mar 29, 2023 · Control person joined · fact
- Lee Jordan Flebotte (Executive Director) no longer on Schedule A of K••••••••• A•••• M••••••••• L•• (listed 2021-12-08, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- K••••••••• A•••• M••••••••• L•• reported RAUM $1.0B, up 151% from $408.2M (2021-03-30 to 2021-12-01)Dec 1, 2021 · ria raum c••••e · derived
- Emmanuel Fanopoulos (Member) appeared on Schedule A of K••••••••• A•••• M••••••••• L••Mar 30, 2021 · Control person joined · fact
- Wesley Mark Engelbrecht (Member) appeared on Schedule A of K••••••••• A•••• M••••••••• L••Mar 30, 2021 · Control person joined · fact
- K••••••••• M••••••••• L•• filed its initial SEC registration (Form ADV)Jun 18, 2020 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/kensington-asset-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- kensingtonassetmanagement.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 877-891-1222reportedpublic record, Form ADV, Aug 3, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- $365Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026