Kennon Financial

Kennon Financial is an investment advisor firm registered with the U.S. Securities and Exchange Commission since April 2019. The firm, led by CEO and CCO David R. Kennon, offers fee-based investment advisory services with a focus on custom portfolio management on a discretionary basis. The firm employs a tactical allocation strategy to manage risk and enhance performance, primarily recommending investments in exchange traded funds (ETFs). Kennon Financial tailors its services to individual client needs, including the option for clients to impose restrictions on investments. As of December 31, 2024, the firm managed $293 million in discretionary client assets. Clients pay an annual management fee, adjusted for contributions or withdrawals, ranging up to 1.00% per annum based on the investment strategy complexity and account size. Kennon Financial does not charge performance-based fees and primarily serves individual clients with no minimum account requirements. The firm utilizes fundamental, technical, and cyclical analysis techniques to formulate investment advice, emphasizing long-term investment strategies. Clients are advised on the risks associated with investing in ETFs and other securities. Kennon Financial does not accept or maintain custody of client funds and does not provide portfolio management services to wrap fee programs. The firm does not receive compensation for client referrals and does not vote on client securities proxies.