DAVID KENNON INCORPORATED

DAVID KENNON INCORPORATED of SARASOTA, FL is an SEC-registered investment adviser (CRD 301130). Regulatory assets under management: $300.0M.

Registration

• CRD: 301130
• SEC file number: 801-115025
• Type: Registered investment adviser
• Location: 1 SOUTH SCHOOL AVENUE, PENTHOUSE SUITE, SARASOTA, FL, 34237
• Phone: 941-556-6307
• Latest filing: 2026-03-02
• Regulatory AUM: $300.0M
• Discretionary AUM: $300.0M
• Clients: 3
• Accounts: 1,141

Business model

Compensation: % of AUM.

Clients served: High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
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• This page as markdown (for LLM agents)
• CRD 301130 on SEC IAPD (source of record)
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