$6.8M Total AUM
$1.8M Disc. AUM
-- 3Y CAGR
1 Employees
17 ADV. Clients
1 yrs Firm Age
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- Custodian
- Betterment · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Wave peak
- Established Date
- 10-25-2024
- Office Locations
- 1
Office Locations
4180 Providence Road Suite 109 Marietta GA
About Kenwyck Capital
Kenwyck Capital is a Georgia-registered RIA providing personalized financial planning and wealth management via one-time projects (“Money Minutes”) or an ongoing wealth partnership. The firm offers purpose-driven investment management for multi-generational households, with a stated focus on serving women and those who support them. Custody includes Charles Schwab and Betterment.
Team overview
39 AVG AGE
$6.8M AVG AUM / ADVISOR
$397.9K AVG AUM / CLIENT
1.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Vector Quantum
Investment Themes
Zenith foundation Prime optima Vector Pathway
Investment Vehicles
Legacy pioneer
Platform
Value atlas
Services
Vector Ember glacier Element oak Ridge prime Quantum Alpha
Technology
Summit bridge
Owner & Executives
ANNE KATHLEEN SIMPSON
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #5273267
- Ownership
- 75% or more
(306) 329-5861
ridge.north@crestcapital.com
in linkedin.com/in/harbor-wave
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,785,510 | -- |
| Non-Discretionary | $4,978,557 | -- |
| Total | $6,764,067 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,764,067
Equity - Exchange:
28.2% Public Funds:
31.8% Equity - OTC:
18.9% Cash:
21.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,029,492,690 | 28.2% |
| Public Funds | $2,288,576,863 | 31.8% |
| Equity - OTC | $1,360,191,909 | 18.9% |
| Cash | $1,518,521,125 | 21.1% |
| Total | $7,196,782,587 | 100.0% |