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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SignalOak ember +more
- Established Date
- 01-01-2000
- Office Locations
- 3
Office Locations
About Kensington Investment Counsel
Kensington Investment Counsel is a California-based fiduciary RIA providing discretionary investment management and financial planning, with additional insurance and portfolio construction support. The firm emphasizes a goals-first discovery process and risk management, investing primarily through ETF-based portfolios complemented by fixed income and mutual funds/alternatives where appropriate. Client focus includes individuals such as entrepreneurs, with custody at Charles Schwab and reporting via Black Diamond.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
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Platform
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Technology
Owner & Executives
RICHARD G. WIMBISH
Founder, PARTNER
- CRD
- #4363642
- Ownership
- 75% or more
JEFFREY G. WIMBISH
Chief Compliance Officer, Chief Operating Officer, Managing Partner
- CRD
- #4363647
- Ownership
- 10% but less than 25%
Value signal
Radial timber fusion
- CRD
- #28385
- Ownership
- 32.9%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $310,195,669 | $1,058,688 |
| Non-Discretionary | $0 | -- |
| Total | $310,195,669 | $1,058,688 |
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Separately Managed Accounts
Total SMA Asset: $310,195,669
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $98,861,166 | 19.5% |
| U.S. Government/Agency | $101,903,048 | 20.1% |
| Cash | $111,535,675 | 22.0% |
| Public Funds | $135,870,731 | 26.8% |
| Corporate - Non-Investment Grade | $58,809,720 | 11.6% |
| Total | $506,980,340 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CAPITAL VITAL VITAL | VALUE RIDGE | NHKREGDYX | YLS | 9.56% | $81,863,918 |
| FOUNDATION HARBOR | ELEMENT HORIZON | BUWRDBFJP | AQB | 7.31% | $93,935,005 |
| NORTH CREST BEACON | FOCUS MERIDIAN | CBGPRSGI3 | MGEQ | 9.88% | $105,103,863 |
| ZENITH CATALYST | OAK TIMBER | A13YZKKSG | OIXC | 7.43% | $105,551,736 |
| RIDGE TIMBER | OPTIMA FOUNDATION | B4LAPEAQW | FMIIF | 11.27% | $68,171,425 |
| CAPITAL EMBER RADIAL | WAVE DELTA | J80157PCL | GHXGS | 9.58% | $61,521,842 |
| EMBER MATRIX | FOUNDATION CREST | UMOSV6UKC | REJ | 11.03% | $15,194,984 |
| ELEMENT NORTH MERIDIAN | EAGLE BEACON | 69NAFUKES | KTAEY | 6.66% | $67,116,126 |