Asset manager · Austin, TX
Kensington Asset Management, LLC
SEC-registered investment adviser · CRD 309780 · SEC 801-119080
At a glance
Kensington Asset Management, LLC is an SEC-registered investment adviser based in Austin, Texas, with $2.6 billion in regulatory assets under management as of its Form ADV filed August 3, 2026. Its largest client group by assets is investment companies. By Form ADV it is a asset manager, ranked 945th of 3,218 asset managers and 3,126th of 17,210 SEC-registered advisers by assets.
Main office 877-891-1222kensingtonassetmanagement.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.6B
- Rank among asset managers
- #945 of 3,218
- Rank among all SEC RIAs
- #3,126 of 17,210
- Rank in Texas
- #155 of 1,081
- Clients
- 21
- Accounts
- 1
- Discretionary
- 100% of AUM
- Employees
- 17
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Valerie ArroyosManaging Director - Chief Operating Officer
- Brian M. WeisenbergerManaging Director - Chief Market Strategist
- William S. BowerManaging Director
- Steven B. ChangManaging Director - Chief Compliance Officer
Custody and brokerage
Custodian
Kensington Asset Management, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Hybrid RIA
Kensington Asset Management, LLC is a hybrid RIA: 5 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Investment companies | 1 | $2.6B | 100% |
| Other investment advisers | 20 | $0M | 0% |
Disciplinary disclosures
Kensington Asset Management, LLC answers yes to 2 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for investment companies
- Selecting other advisers
- Other services
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗kensingtonassetmanagement.com ↗
AtlasMembers
The full record on Kensington Asset Management, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 5 years of filings
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- Growth over one, three and five years
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- Rank against 860 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Kensington Asset Management, LLC manage?
Kensington Asset Management, LLC reports $2.6 billion in regulatory assets under management across 1 accounts, 100% of it on a discretionary basis, on its Form ADV filed August 3, 2026.
What kind of firm is Kensington Asset Management, LLC?
Kensington Asset Management, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Kensington Asset Management, LLC’s clients?
By assets, its largest client types are investment companies ($2.6 billion, 1 clients); other investment advisers ($0, 20 clients).
Does Kensington Asset Management, LLC have any disciplinary history?
Kensington Asset Management, LLC answers yes to 2 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is Kensington Asset Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →