About Kennon-Green & Company, LLC

The firm is currently in the process of starting up. Our goal is to become an investment advisor in the State of Missouri and begin managing discretionary portfolios on a fee-only basis no later than the end of 2016. Portfolios will be held by a qualified third-party custodian such as a bank trust department or registered broker-dealer. At the moment, we are in the process of writing our Form ADV, working on implementing the necessary compliance systems, and selecting our technology providers.

In the meantime, here are some things you should know about us:

Please understand all of this is subject to change as we are in the process of finalizing everything. Once we have opened our doors, potential clients will be given the disclosures and documentation necessary to evaluate our service offerings, which may be different. This information is not set in stone and may be subject to change.

Contact Kennon-Green & Company, LLC


Phone

Waiting List: (773) 675-9746

Email

clientservices@kennongreen.com

Address

By Appointment Only

Kennon-Green & Co. is in the process of opening our asset management business for affluent, high net worth, and institutional private clients.

While we take care of getting the firm launched, the necessary regulatory approvals in place in our home state of Missouri, and the other work that goes into starting an investment advisory business completed, we appreciate your patience. In the meantime, individual investors, families, and institutions in the United States with $500,000 or more in investable assets who wish to be put on a waiting list for notification when and if our services are available in your state can call our voicemail line at (773) 675-9746 and leave a message with your full name, mailing address, phone number, email address, and estimated investable assets. Your information will be kept in the strictest confidence and never used for any other purpose except to inform you of when we have completed the requisite steps necessary to begin managing portfolios on a discretionary basis.

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