Kennedy Investment Counsel LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$11,600,800
Clients
6
33% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$1,933,467
About
Kennedy Investment Counsel LLC provides ongoing portfolio management and investment-advisory services to high‑net‑worth individuals and charitable organizations. The firm prepares a written Investment Policy Statement for each client and manages portfolios using mutual funds, equities, fixed income, real estate funds (including REITs), ETFs (including precious‑metal ETFs) and Treasury inflation‑protected bonds.
The firm combines fundamental, quantitative, technical and charting analysis to support a long‑term trading approach and tailors allocations to individual goals, time horizon and documented risk tolerance. Kennedy typically seeks discretionary trading authority, may use model allocations when appropriate, and conducts account reviews at least quarterly with written reporting to clients.
Compared with many peers, Kennedy’s business serves a very small, concentrated client roster with modest assets under management and does not rely on third‑party sub‑advisers. The brochure also notes the firm’s use of less common investment tools (precious‑metal ETFs and TIPS), its stated willingness to end relationships if client‑imposed restrictions impede service, and its recommendation of Interactive Brokers as custodian.
Client services
Financial planning
Portfolio management
Expertise
Passive / index investing
Real estate investing
Wealth management
Fee options
$0 - $7,500,000: 0.75% $7,500,001 - $12,500,000: 0.60% $12,500,001 - and up: 0.50%
Account minimum: $3,000
Main office location
Kennedy Investment Counsel LLC
Birmingham MI, United States
Number of offices
1
Most active in
Kennedy Investment Counsel LLC has reported serving >5 clients in these states in the last 12 months.
Michigan
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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