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R.L.K. Advisory Group
Kennerson founded R.L.K. Advisory Group in 2001 in Port Orange, Florida, targeting professionals and retirees seeking an integrated approach to wealth...
R.L.K. Advisory Group
Kennerson founded R.L.K. Advisory Group in 2001 in Port Orange, Florida, targeting professionals and retirees seeking an integrated approach to wealth management. The firm’s client base includes former employees of Fortune 500 companies, drawn to its public seminars held monthly across Volusia County. The practice allocates client capital across stocks, mutual funds, ETFs, insured CDs and outside managed accounts, with asset-allocation and performance-monitoring conducted in-house. On the planning side, the firm constructs estate strategies using wills, trusts, charitable gifting and business-continuity provisions. Insurance placement spans life, disability and long-term-care coverage. Geographic focus remains concentrated in Central Florida. Five professionals operate from a single office on Ridgewood Avenue. Linda Whitener, a 25-year veteran of SEC- and state-registered advisory firms, joined in 2016 after running a virtual back-office practice. The firm also maintains a seminar calendar — a rare lead-generation tactic that reflects its reliance on face-to-face trust-building with a demographic navigating retirement income distribution. Structurally, R.L.K. Advisory Group functions as a discretionary wealth manager rather than a broker or referral hub. The combination of investment discretion, in-house estate drafting and insurance planning under one roof differs from the typical advisory model in its region, where these services are frequently parceled out to external specialists.
General information
Firm type
Bank / Wealth / Trust
Year founded
2001
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Port Orange
Corporate office
4240 Ridgewood Avenue, Suite 1, Port Orange, FL 32127, United States
Principals
Robbie L. Kennerson
Chief Investment Officer
Andrew Schorr
Financial Advisor
Jodee Payne
Client Relations
Linda Whitener
Client Relations
Carol Guiditta
Office Assistant
Sector focus
Frequently asked questions
What is R.L.K. Advisory Group's primary client demographic?
The firm specializes in pre-retirees, retirees, and peak-career professionals in Central Florida. Its monthly seminars in Volusia County are explicitly designed for this audience, and its marketing repeatedly references counseling Fortune 500 company retirees.
Does R.L.K. Advisory Group have discretionary authority over client accounts?
Yes. The firm provides advisory services on a discretionary basis, allowing it to manage client portfolios without requiring pre-approval on each transaction. This is paired with in-house performance monitoring and independent manager search.
Which asset classes and investment vehicles does the firm use in client portfolios?
Portfolio construction draws on stocks, mutual funds, ETFs, money-market instruments, insured CDs, and outside managed accounts. The firm explicitly mentions outside managed accounts as part of its asset-management toolkit, suggesting a mix of direct and third-party management.
How does R.L.K. Advisory Group differ from an insurance agent or a stockbroker in its region?
The firm positions itself as an integrated wealth manager combining discretionary investment management with in-house estate strategy and insurance planning. This is distinct from a typical insurance agent or stockbroker, who would typically refer clients out for one or more of these disciplines.
What is the firm's geographic footprint?
Operations are concentrated in Central Florida’s Volusia County. Its sole office is in Port Orange, Florida, and its marketing and seminars are directed at the local retiree and professional community.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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