Wealth manager, independent · Barrington, IL
Kinnamon & Associates LTD II
SEC-registered investment adviser · CRD 106701 · SEC 801-135791
At a glance
Kinnamon & Associates LTD II is an SEC-registered investment adviser based in Barrington, Illinois, with $118 million in regulatory assets under management as of its Form ADV filed April 10, 2026. Its largest client group by assets is individuals, and it reports 118 individual clients. By Form ADV it is a wealth manager, ranked 7,791st of 8,915 wealth managers and 14,821st of 17,210 SEC-registered advisers by assets.
Main office 847-381-1053kinnamoninvest.comAs filed on Form ADV
- Regulatory AUM
- $118M
- Rank among wealth managers
- #7,791 of 8,915
- Rank among all SEC RIAs
- #14,821 of 17,210
- Rank in Illinois
- #633 of 684
- Individual clients
- 118
- High-net-worth clients
- 5
- Accounts
- 396
- Discretionary
- 0% of AUM
- Employees
- 7
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Bret S. KinnamonChief Compliance Officer/vice President
- Kyle KinnamonOwner/president
- Alexandria L. KinnamonOwner
Custody and brokerage
Broker-dealer
Hybrid RIA
Kinnamon & Associates LTD II is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed April 2026) names Cetera Financial Specialists as the broker-dealer its advisers are registered with.
Management personnel and other related persons of our firm are licensed as registered representatives of a broker-dealer and/or licensed as insurance agents or brokers.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Individuals | 113 | $85M | 72% |
| High-net-worth individuals | 5 | $25M | 22% |
| Pension and profit sharing plans | 8 | $7M | 6% |
| Corporations or other businesses | 5 | $0M | <1% |
Disciplinary disclosures
Kinnamon & Associates LTD II reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting
How it’s paid
- Hourly charges
- Fixed fees
- Commissions
Form ADV and brochures on the SEC’s adviser search ↗kinnamoninvest.com ↗
AtlasMembers
The full record on Kinnamon & Associates LTD II
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, 1 years of filings
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- Growth over one, three and five years
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- Rank against 4,718 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Kinnamon & Associates LTD II manage?
Kinnamon & Associates LTD II reports $118 million in regulatory assets under management across 396 accounts, on its Form ADV filed April 10, 2026.
What kind of firm is Kinnamon & Associates LTD II?
Kinnamon & Associates LTD II is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Kinnamon & Associates LTD II’s clients?
By assets, its largest client types are individuals ($85 million, 113 clients); high-net-worth individuals ($25 million, 5 clients); pension and profit sharing plans ($7 million, 8 clients).
Does Kinnamon & Associates LTD II have any disciplinary history?
Kinnamon & Associates LTD II reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Kinnamon & Associates LTD II’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 (2026-04-10), 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 →