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Trustee · Kensington Investment Counsel

Carroll B. Wimbish

CRD 7352832 · Named on Form ADV at one SEC-registered adviser

At a glance

Kensington Investment Counsel, an SEC-registered wealth manager based in Long Beach, CA with $310 million in regulatory assets, lists Carroll B. Wimbish on its Form ADV as Trustee.

Firms and roles

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Carroll’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Carroll’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.