CRD: 106701
Kinnamon & Associates LTD II
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- Custodian
- Ascensus · Assetmark · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-17-1997
- Office Locations
- 1
Office Locations
About Kinnamon & Associates LTD II
Kinnamon & Associates Ltd II is a Barrington, IL-based advisory firm that pairs tax expertise with financial planning and investment management to help clients build wealth and work toward financial security. The team supports business owners/entrepreneurs and retirees with portfolio construction, retirement and estate planning, and insurance planning, with portfolios using ETFs and select private funds; custody includes Pershing.
Reported data analysis
What the numbers show
Between January 24, 2012 and April 10, 2026, reported AUM increased 164.7%, from $44.4M to $117.6M.
Across 3 reported observations, AUM increased 178.6% between March 8, 2011 and April 10, 2026, from $42.2M to $117.6M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 131 clients, or 65.5 clients per representative. That equates to $897.4K in reported AUM per client.
The profile lists 1 reported office location and 28 years in operation. The source data was last updated on April 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ALEXANDRIA LEIGH KINNAMON
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
KYLE KINNAMON
Investment Advisor, Owner, President
- CRD
- #6981994
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $117,562,180 | $296,874 |
| Total | $117,562,180 | $296,874 |
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Separately Managed Accounts
SMA allocation detail is available
Kinnamon & Associates LTD II has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.