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- Custodian
- Fidelity/NFS ยท Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-02-2004
- Office Locations
- 1
Office Locations
About Kennicott Capital Management LLC
Kennicott Capital Management LLC is a Larkspur-based RIA. The firm has been operating for 22 years. Managing $323.9M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Goldman Sachs.
Reported data analysis
What the numbers show
Between April 24, 2025 and July 17, 2026, reported AUM increased 0.1%, from $323.7M to $323.9M.
Across 5 reported observations, AUM decreased 1.4% between March 31, 2022 and July 17, 2026, from $328.5M to $323.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 55 clients, or 55 clients per representative. That equates to $5.9M in reported AUM per client.
The profile lists 1 reported office location and 22 years in operation. The source data was last updated on July 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
LAWRENCE MICHAEL DAN
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #1504996
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $323,918,154 | $1,644,255 |
| Non-Discretionary | $0 | -- |
| Total | $323,918,154 | $1,644,255 |
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Separately Managed Accounts
SMA allocation detail is available
Kennicott Capital Management LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Kennicott Capital Management LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.