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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-21-2016
- Office Locations
- 1
Office Locations
About Kennon-Green & Co.
Kennon-Green & Co. is a fiduciary global asset manager focused on value investing for affluent and high net worth individuals, families, and institutions. Typical minimums vary by strategy ($500k-$10m). Offers private-account mandates including Value, Defensive Balanced (25-75% cash/fixed income), high dividend, passive, and fixed income, plus bespoke portfolios with moral/ethical restrictions. Publishes private client letters and is guided by a founder-written Credo.
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Owner & Executives
Aaron Michael Green
MANAGING DIRECTOR
- CRD
- #6686256
- Ownership
- 75% or more
Joshua Allan Kennon
Chief Compliance Officer, MANAGING DIRECTOR
- CRD
- #6686246
- Ownership
- 75% or more
Showing 2 of 2 owners & executives
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Jacob Paul Mark
Associate
- CRD
- #7621437
Ashly Lenee Vallimont
Associate
- CRD
- #7540504
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,393,207 | $586,963 |
| Non-Discretionary | $0 | -- |
| Total | $171,393,207 | $586,963 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | 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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