# Kensington Financial Advisors

Kensington Financial Advisors is a Bank / Wealth / Trust based in Florham Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Florham Park, United States
- **Region:** North America
- **Address:** Florham Park, NJ, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** kfinadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/kensington-financial-advisors

## Regulatory record

- **CRD number:** 136346
- **SEC file number:** 801-64526
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136346

## About

Founded in 2005 and based in Florham Park, New Jersey, Kensington Financial Advisors was established as a registered investment advisor serving a broad client base that includes individuals, high-net-worth families, pension plans, trusts, estates, charitable organizations, and corporate entities. The firm is not tied to a single family's wealth origin but operates as an independent fiduciary, drawing its clientele from the greater New York metropolitan area and beyond. Kensington delivers a suite of investment advisory services centered on financial planning, pension consulting, portfolio management, and ongoing investment supervision. The firm constructs diversified portfolios across public equities and fixed income, with additional exposure to alternative investments and private markets where client circumstances warrant. Its institutional pension consulting practice advises on plan design, investment policy formation, and performance monitoring. The firm's geographic footprint is concentrated in the Northeast, with clients clustered in New Jersey, New York, and surrounding states. Team size and total regulatory assets under management remain undisclosed by the firm, consistent with many privately held RIAs at this scale. Kensington maintains no publicly known adjacent vehicles — no affiliated philanthropic foundation, real-asset arm, or co-investment club — and does not operate a family of proprietary mutual funds or exchange-traded funds. No material operational events or leadership changes have been reported in the last 24 months. Kensington's structural position is that of a traditional, fiduciary-led RIA rather than a capital-allocating family office. This means the firm does not deploy its own balance sheet into direct deals and does not act as a GP. Its differentiator lies in its multi-client, planning-first model that pairs pension consulting expertise with private-client portfolio management, offering a level of institutional discipline to individual and family investors that most independent advisory shops cannot match.

## Questions

### What services does Kensington Financial Advisors provide to pension plans?

Kensington offers pension consulting services that include plan design review, investment policy development, manager search and selection, performance monitoring, and fiduciary support. The firm acts as an advisor to plan sponsors, helping them meet their obligations under ERISA. This institutional capability is offered alongside the firm's private-client wealth management services.

### Who are the principals or key decision-makers at Kensington Financial Advisors?

Kensington Financial Advisors has not publicly disclosed the names of its senior leadership, investment committee members, or principals on its website or in regulatory filings that are readily accessible. The firm operates with a low public profile, and no named individuals have been identified in available public records or press coverage as responsible for investment decisions.

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- [Kensho Capital](https://altss.com/profile/kensho-capital)
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Last updated: 2026-06-03T20:00:00.000Z

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