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Kenison Financial Services (Waxhaw)


Kenison Financial Services is a large advisory firm based in Waxhaw. It manages $28 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of North Carolina.

Kenison Financial Services provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Kenison Financial Services: assets under management

The assets under management (AUM) of Kenison Financial Services is $28 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $28 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $466.67 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kenison Financial Services for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Waxhaw

The principal office where Kenison Financial Services performs its advisory services is located at 8200 Avanti Dr., Waxhaw, NC 28173, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 704-887-4984 or by fax 704-243-4252. The normal business hours are 8-5 on Monday - Friday.


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