Kenney Investments Inc

Updated today

Find your advisor

Client assets under management

$326,671,720

Clients

94% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Very Low

Average account size

$9,899,143

About

Kenney Investments, Inc. provides discretionary and non‑discretionary portfolio management and related financial advice to high‑net‑worth individuals, charitable foundations, corporations, and retirement plans. The firm also advises clients on retirement plan coordination, tax considerations, charitable gifts, and mortgage strategy as part of its wealth management services.

The firm follows a fundamental, long‑term investment approach with relatively low turnover, emphasizing large‑cap equities, high‑quality fixed income, and selective use of ETFs, index funds, and a covered‑call program where appropriate. Portfolios are individually tailored to client risk parameters and objectives, and the adviser monitors accounts on an ongoing basis with quarterly reviews and performance reporting.

Kenney Investments is a small, two‑advisor firm managing roughly $328 million across about 33 client relationships, which results in a high average asset per client and a generally elevated minimum account threshold; it does not serve lower‑net‑worth individual clients. The firm’s principals occasionally serve as trustees for non‑client accounts, the adviser has a formal succession agreement with an external firm, and the firm declines proxy voting authority — features that distinguish it from many peers of similar size.

Client services

Portfolio management

Expertise

Retirement income strategy Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Flat quarterly fee may be imposed instead of percentage fee under certain circumstances

Percentage

$0+: 0.75% per annum (typical account) $0+: 1% per annum for accounts involving a buy/write covered call program

Other

Account minimum: $1.3 million Minimum fee: Minimum quarterly fee of $2,500

Main office location

Kenney Investments Inc

One Northfield Plaza, Ste 505

Northfield IL 60093, United States

Number of offices

Most active in

Arizona · Illinois

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

847-441-2642

Advisors at this firm

Greg K

Series 65

Northfield, IL

Kenney Investments Inc

Greg Kenney is a financial advisor at Kenney Investments Inc. with over four years of industry experience and holds a Series 65 credential. He has been with Kenney Investments Inc. since 1989, spanning more than three decades at the firm. Kenney Investments Inc. manages portfolios for high-net-worth individuals, charitable foundations, corporations, and retirement plans, overseeing approximately $332 million in assets across a small client base. The firm employs a long-term, fundamentally driven investment approach with a focus on large-cap equities, high-quality fixed income, and diversified international exposure, tailoring portfolios to individual risk parameters and conducting quarterly reviews.

Retirement income strategy Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k)

Brian K

CIC

Northfield, IL

Kenney Investments Inc

Brian Kenney is a CIC-designated advisor with Kenney Investments Inc. in Northfield, IL, bringing 4 years of industry experience. He has been with Kenney Investments since 1989. Kenney Investments Inc. manages portfolios primarily for high-net-worth individuals, charitable foundations, corporations, and retirement plans, overseeing approximately $332 million in assets. The firm employs a long-term, fundamentally driven investment strategy with a focus on large-cap equities, high-quality fixed income, and selective use of ETFs and mutual funds, tailoring portfolios to individual risk parameters with regular reviews.

Retirement income strategy Charitable giving tax strategies Retirement plans for business owners (SEP, solo 401k)

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support