Kenora Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$315,800,000
Total clients
190
37% high-net worth
Total advisors
4
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
48
Average account size
$1,662,105
About
Kenora Financial, LLC provides investment advisory and financial planning services to individuals, families, trusts, pension and charitable clients, delivering portfolio management, retirement and estate planning, tax planning, and financial education. The firm manages customized separately managed accounts and also operates a private pooled vehicle, the Select Investors Fund, while offering periodic seminars and adult-education classes.
The firm’s investment approach emphasizes custom, tax-aware portfolios constructed primarily from individual equities (with diversification across roughly 23 industry groups) and limited use of mutual funds, reflecting a belief in market efficiency. Kenora typically manages client accounts on a discretionary basis for its customized portfolios, monitors accounts monthly with quarterly reporting, and discloses occasional use of margin in brokerage accounts when implementing strategies.
Notable distinctions include an operating relationship with an affiliated CPA practice that shares office space and clients, enabling coordinated tax and estate work and creating disclosed referral arrangements and potential conflicts of interest. Kenora also serves as adviser to a private pooled fund that is closed to new investors and is subject to independent annual and surprise audits, and it recently disclosed a corporate name change in its material changes notice.
Client services
Expertise
Occupation focus
Fee options
$50,000 - $100,000: 2.00% (Brokerage), 1.00% (IRA) $100,000 - $500,000: 1.50% (Brokerage), 0.80% (IRA) $500,000 - $2,000,000: 1.25% (Brokerage), 0.60% (IRA) $2,000,000+: 1.00% (Brokerage), 0.40% (IRA)
Account minimum: $150,000 Minimum fee: Initial Set-Up Charge of $500.00 if brokerage account closed within first 12 months Fee-only: Fee-only adviser; no commissions or other compensation from product sponsors or third parties
Main office location
Kenora Financial, LLC
1295 Rand Road, Suite 100
Des Plaines IL 60016, United States
Number of offices
1
Most active in
Arizona · Illinois · Nebraska · Texas · Wisconsin
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
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