Data / Investment advisers / New Jersey / Kennedy Investment Group
Kennedy Investment Group, West Deptford, NJ: $633 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kennedy Investment Group is an SEC registered investment adviser with its main office in West Deptford, New Jersey and reports $633 million in regulatory assets under management in its Form ADV filed February 6, 2026. Its clients include individuals, high net worth individuals and corporations and other businesses. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Kennedy Investment Group (CRD number 322605): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 322605
- SEC file number
- 801-126404
- SEC status
- Approved, effective November 10, 2022
- Legal name
- Kennedy Investment Group, Inc.
- Main office
- 196 Delaware Street, West Deptford, NJ 08086
- Phone
- (856) 853-0400
- Regulatory AUM
- $633,231,923 in the Form ADV filed February 6, 2026
- Discretionary AUM
- $633,231,923
- Accounts
- 2,641
- Employees
- 12, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 6, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 916 | $322.9 million |
| High net worth individuals | 120 | $308.2 million |
| Corporations or other businesses | Fewer than 5 | $2.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $633.2 million | February 6, 2026 |
| December 1, 2025 | $545.4 million | January 31, 2025 |
Other advisers in New Jersey
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kabr Management, LLC | Englewood | $642.3 million | 9 | adviserinfo.sec.gov |
| Highland Financial Advisors, LLC | Wayne | $640 million | Not listed | adviserinfo.sec.gov |
| Venture Investment Associates | Peapack | $636.8 million | 14 | adviserinfo.sec.gov |
| Union Grove Venture Partners | Summit | $634.9 million | 8 | adviserinfo.sec.gov |
| Vision Retirement | Ridgewood | $633.7 million | Not listed | adviserinfo.sec.gov |
| Clear Wave Wealth Management, LLC | Red Bank | $617 million | Not listed | adviserinfo.sec.gov |
| Novi Wealth Partners | Princeton | $612.8 million | Not listed | adviserinfo.sec.gov |
| Amerra Capital Management, LLC | Englewood | $610.4 million | 20 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New Jersey
- Advisers with $500 million to $1 billion in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Kennedy Investment Group on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.