CRD: 322605
Kennedy Investment Group
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-01-2022
- Office Locations
- 2
Office Locations
About Kennedy Investment Group
Kennedy Investment Group is a team-based financial planning and wealth management firm founded in 2004. It provides holistic planning and investment guidance backed by financial planners, analysts, and insurance specialists, serving retail and institutional relationships including business owners and entrepreneurs. Portfolios often emphasize asset allocation using ETFs, mutual funds, and index strategies, with custody at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN WILLIAM KENNEDY III
Certified Financial Planner, Chief Executive Officer
- CRD
- #2453669
- Ownership
- 75% or more
EUGENE T DONATO
Chief Compliance Officer
- CRD
- #4930813
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Alexa Comey
Advisor
- CRD
- #7196987
James Francis Messner III
--
- CRD
- #7941236
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $633,231,923 | $239,770 |
| Non-Discretionary | $0 | -- |
| Total | $633,231,923 | $239,770 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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