Kenney Investments Inc

Kenney Investments Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Northfield, Illinois. On its latest Form ADV, filed March 30, 2026, it reports $328M in regulatory assets under management, 33 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	105665 · SEC file 801-35528
Office	One Northfield Plaza, Ste 505 Northfield, IL 60093
Phone	(847) 441-2642
Website	Not listed
Regulatory assets under management	$328M ($302M discretionary)
Individual clients	2 non-high-net-worth, 31 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Fixed fee
Services	Portfolio management
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	March 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Northfield

• Moller Wealth Partners $756M
• Marcus Capital, LLC $129M
• Engage Wealth Group, LLC $120M
• Ardor Investment Management Consulting $1.9M
• Certitude Advisors, LLC $86M
• Twombly Asset Management LLC $55M

See all 7 fee-only advisers in Northfield →

Nearby

• Winnetka 8 firms
• Glencoe 1 firm
• Wilmette 2 firms
• Glenview 3 firms
• Evanston 5 firms
• Northbrook 17 firms
• Skokie 3 firms
• Highland Park 1 firm