# R.L.K. Advisory Group

R.L.K. Advisory Group is a Bank / Wealth / Trust based in Port Orange, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Port Orange, United States
- **Region:** North America
- **Address:** 4240 Ridgewood Avenue, Suite 1, Port Orange, FL 32127, United States
- **Founded:** 2001
- **Assets under management:** Undisclosed
- **Website:** rlkadvisorygroup.com
- **LinkedIn:** linkedin.com/company/r.l.k.-advisory-group

## Regulatory record

- **Reports private funds:** No

## About

R.L.K. Advisory Group is an independent, SEC-registered investment adviser in Port Orange, Florida (CRD 174632), founded by Robbie L. Kennerson in April 2001. More than two decades on, the firm operates under the tagline "Investing In Relationships, too" — a relationship-driven practice built on multi-generational client ties rather than scale. Kennerson, who serves as Chief Investment Officer and has spent more than 40 years in the Halifax area of Florida, focuses the practice on pre-retirees and retirees who want to protect principal and make their money last. He develops strategies for clients with portfolios above $1 million, aiming to enhance after-tax income, and has delivered retirement-planning presentations attended by retirees of many Fortune 500 companies. The firm manages individualized portfolios on a discretionary and non-discretionary basis, combining technical and fundamental analysis across stocks, mutual funds, and ETFs with continuous performance monitoring. Its planning work spans retirement accounts including IRAs, Roth, SEP, 401(k), and 403(b), estate strategy across wills, trusts, charitable gifting, and powers of attorney, plus insurance, risk management, and 529 education funding. For employer retirement plans, R.L.K. acts as an ERISA fiduciary, advising on fund selection, investment options, and participant education. Clients range from entrepreneurs and business owners in peak earning years to first-time investors and families navigating major life transitions. Portfolio management is billed as a percentage of assets under management, financial planning hourly, and retirement-plan advisory quarterly. The firm reports no disciplinary disclosures on its SEC record. Beyond the practice, Kennerson has served on the Florida Bar Seventh Circuit Grievance Committee, chaired finance for the Halifax Humane Society Foundation, and led the Daytona Beach Quarterback Club in funding student-athlete scholarships.

## Sectors

- Real Estate
- Insurance

## People

- Robbie L. Kennerson — Chief Investment Officer
- Andrew Schorr — Financial Advisor
- Jodee Payne — Client Relations
- Linda Whitener — Client Relations
- Carol Guiditta — Office Assistant

## 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.

### 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.

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Last updated: 2026-07-06T00:37:29.535Z

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