Kenwyck Capital

Kenwyck Capital is a fee-only, single-advisor independent advisory firm that provides investment management, comprehensive financial planning (both ongoing and project-based), and employee benefit plan consulting to individuals, families, businesses, trusts, and retirement plans. The firm serves a small client base and implements client accounts using both in‑house management and third‑party platforms such as Betterment Advisor Solutions and GeoWealth.

The firm builds personalized investment policies and asset allocation targets through client discussions and uses a mix of passive and active strategies, mutual funds, ETFs, and socially conscious options when requested. Although Kenwyck has the ability to manage accounts on a discretionary basis, it reported $1.79 million in discretionary AUM as of December 31, 2025, indicating that a majority of client assets are managed non‑discretionarily or with client/third‑party involvement.

Distinctive features relative to peers include the firm’s emphasis on non‑discretionary relationships and its offering of educational seminars and speaking engagements as part of its services, along with shorter‑scope offerings such as “Money Minutes” and one‑time project plans. The firm also discloses a referral arrangement option with unaffiliated advisers and a practice focus on tailoring services to individual client restrictions and values-based investing.