# Kennon Financial

Kennon Financial is a Bank / Wealth / Trust based in Sarasota, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Sarasota, United States
- **Region:** North America
- **Address:** Sarasota, FL, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** kennonfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/kennon-financial

## Regulatory record

- **CRD number:** 301130
- **SEC file number:** 801-115025
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/301130

## About

Kennon Financial is an SEC-registered investment adviser in Sarasota, FL, registered since 2019. The firm manages approximately $300 million in regulatory assets. It has 3 employees and 1 investment adviser.

## Questions

### What asset classes does Kennon Financial include in client portfolios?

The firm allocates across large-cap US equities, international developed and emerging-market stocks, investment-grade corporate and government bonds, high-yield fixed income, and real estate investment trusts. Cash equivalents and municipal bond ladders serve as ballast in taxable accounts. Each allocation is dialed up or down depending on a client's income needs, risk tolerance, and tax bracket.

### Does Kennon Financial provide tax planning alongside investment management?

Yes. Tax management is integral to the investment process. The firm employs municipal bond ladders for clients in high tax brackets, systematic tax-loss harvesting within taxable accounts, and asset location strategies that allocate tax-inefficient holdings to qualified retirement accounts. Kennon coordinates directly with client CPAs and estate attorneys on trust funding, charitable giving, and required minimum distributions.

### How does Kennon Financial differ from firms that use third-party asset managers?

Kennon Financial retains full in-house control over investment decisions, trading, and portfolio rebalancing. Rather than delegating discretionary management to external strategists or turnkey asset management platforms, the firm's own investment committee sets model allocations and its advisors execute trades directly. This vertical integration eliminates delegation risk and keeps investment rationale tied closely to the financial plan.

### What geographic regions does Kennon Financial serve?

The firm operates from a single office in Sarasota, Florida, but serves clients nationally across the United States. Its client base spans multiple states, supported by remote engagement and coordination with local tax and legal professionals.

## Related profiles

- [Kenneth Frenke & Co](https://altss.com/profile/kenneth-frenke-co)
- [Kensho Capital](https://altss.com/profile/kensho-capital)

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Last updated: 2026-06-03T20:00:00.000Z

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