Kennon-Green & Co.

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Client assets under management

$171,393,207

Clients

59% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$1,904,369

About

Kennon‑Green & Co. provides discretionary portfolio management and investment advisory services primarily to affluent and high‑net‑worth individuals and families, and also serves trusts, foundations, donor‑advised funds, family offices, and other institutional clients. Portfolios are implemented as individually managed accounts and the firm operates as a fee‑only fiduciary.

The firm follows a value‑oriented investment philosophy and constructs bespoke portfolios across approaches such as value, high‑dividend, defensive balanced, fixed‑income, passive, and bespoke mandates. Implementation is component‑by‑component; the firm may employ derivatives in separately managed accounts (for example, writing covered calls and cash‑secured puts) and, for clients with at least $10 million under management, may use forward contracts to hedge currency exposure.

As a compact team of four advisors managing roughly $171 million for about 90 client relationships, ownership and investment decision authority is concentrated with the founders, who jointly serve on the management and investment committees. The firm is distinctive among peers for making performance‑based fee arrangements available only in limited circumstances to qualified clients and for explicitly integrating derivatives and bespoke mandates into its discretionary management capabilities.

Client services

Portfolio management

Expertise

Passive / index investing

Fee options

Fixed

Flat fees may be negotiated on a case-by-case basis at the Firm's discretion

Percentage

$0+: 1.25% on all amounts for Value Strategy (with minimums) $0 - $25,000,000: 1.25% on first $25 million for High Dividend Strategy $25,000,001+: 0.75% thereafter for High Dividend Strategy $0+: 1.25% on all amounts for Defensive Balanced Strategy (with minimums) $0 - $1,000,000: 0.89% on first $1 million for Passive Strategy $1,000,001 - $3,000,000: 0.79% on next $2 million for Passive Strategy $3,000,001 - $5,000,000: 0.69% on next $2 million for Passive Strategy $5,000,001 - $10,000,000: 0.59% on next $5 million for Passive Strategy $10,000,001+: 0.49% thereafter for Passive Strategy $0 - $5,000,000: 0.75% on first $5 million for Fixed-Income Strategy $5,000,001 - $25,000,000: 0.50% on next $20 million for Fixed-Income Strategy $25,000,001+: Negotiated thereafter for Fixed-Income Strategy $0+: 1.00% on all amounts for Donor-Advised Funds $1,000,000+: Negotiated on a case-by-case basis for Bespoke Strategy

Performance-based

Performance-based fees of 20% of net gains for qualified clients with at least $5 million initial funding; 80/20 split client/Firm; billed monthly in arrears; usually no minimum fee

Other

Account minimum: $500,000 Minimum fee: Minimum annual fees range from $4,000 to $62,500 depending on strategy and account size Fee-only: Fee-only advisory firm; fees are usually a percentage of assets under management; flat fees may be negotiated on a case-by-case basis

Main office location

Kennon-Green & Co.

5031 Forest Drive, Suite A

New Albany OH 43054-7089, United States

Number of offices

Most active in

California · Michigan · Missouri · New Hampshire · New York · Ohio · Texas

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

Website (614) 656-3638

Advisors at this firm

Aaron G

Series 65

New Albany, OH

Kennon-Green & Co.

Aaron Green is a financial advisor at Kennon-Green & Co. in New Albany, Ohio, holding a Series 65 designation with nine years of industry experience. He has been with Kennon-Green & Company, LLC since 2015 and previously held roles at Kennon-Green Enterprises, Mount Olympus Awards, and About.com. He and his spouse, Joshua A. Kennon, jointly manage a special purpose real estate holding company related to their firm’s headquarters. Kennon-Green & Co. is a fee-only, SEC-registered investment adviser serving affluent individuals, families, trusts, donor-advised funds, and institutional clients. The firm offers discretionary, customized portfolio management based on a long-term value-investing philosophy, incorporating strategies such as value, high-dividend, defensive balanced, passive, and fixed income, with selective use of derivatives and performance-based fee arrangements for qualified clients.

Passive / index investing

Joshua K

Series 65

New Albany, OH

Kennon-Green & Co.

Joshua Kennon is a financial advisor at Kennon-Green & Co. with nine years of industry experience. He holds a Series 65 designation and has been with Kennon-Green & Company, LLC since 2015. His prior work includes roles at Kennon-Green Enterprises, Mount Olympus Awards, and About.com. Kennon-Green & Co. is a fee-only, SEC-registered investment adviser serving affluent individuals, families, trusts, donor-advised funds, and institutional clients. The firm employs a long-term value-investing approach and offers discretionary, customized portfolio management with a notable use of derivatives and performance-based fee arrangements in select cases.

Passive / index investing

Ashly V

Series 65

New Albany, OH

Kennon-Green & Co.

Ashly Vallimont is a financial advisor at Kennon-Green & Co. with three years of industry experience. She holds a Series 65 designation and has previously worked as a self-employed travel agent. Kennon-Green & Co. is a fee-only, SEC-registered investment adviser serving affluent individuals, families, and institutional clients. The firm employs a long-term value-investing approach with discretionary, bespoke portfolio management, including the use of derivatives and selective currency hedging for income enhancement and risk management.

Passive / index investing

Jacob M

Series 65

New Albany, OH

Kennon-Green & Co.

Jacob Mark is a financial advisor at Kennon-Green & Co. with a Series 65 credential and three years of industry experience. He has worked at Kennon-Green & Co. since 2022 and has prior experience at Fidelity Investments and various other organizations, including Hope College and East Grand Rapids Public Schools. Kennon-Green & Co. is a fee-only, SEC-registered investment adviser serving affluent individuals, families, trusts, donor-advised funds, and institutional clients. The firm employs a long-term value-investing strategy and offers discretionary, customized portfolio management that includes the use of derivatives and selective currency hedging for income enhancement and risk management.

Passive / index investing

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