Data / Investment advisers / Illinois / Kinnamon & Associates LTD II
Kinnamon & Associates LTD II, Barrington, IL: $118 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kinnamon & Associates LTD II is an SEC registered investment adviser with its main office in Barrington, Illinois and reports $118 million in regulatory assets under management in its Form ADV filed April 10, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through hourly charges, fixed fees and commissions.
The request: Watch Kinnamon & Associates LTD II (CRD number 106701): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 106701
- SEC file number
- 801-135791
- SEC status
- Approved, effective April 8, 2026
- Main office
- 217 N. Northwest Hwy, Barrington, IL 60010
- Phone
- (847) 381-1053
- Website
- kinnamoninvest.com
- Regulatory AUM
- $117,562,180 in the Form ADV filed April 10, 2026
- Non discretionary AUM
- $117,562,180
- Accounts
- 396
- Employees
- 7, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- hourly charges, fixed fees, commissions
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- April 10, 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) | 113 | $84.9 million |
| High net worth individuals | 5 | $25.4 million |
| Pension and profit sharing plans | 8 | $6.8 million |
| Corporations or other businesses | 5 | $462,606 |
Other advisers in Illinois
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Oak Ridge Investments, LLC | Chicago | $1.70 billion | Not listed | adviserinfo.sec.gov |
| Rothschild Wealth LLC | Oakbrook | $1.70 billion | 2 | adviserinfo.sec.gov |
| Clearwater Capital Partners | Hoffman Estates | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Advyzon Investment Management, LLC | Lisle | $1.68 billion | Not listed | adviserinfo.sec.gov |
| Muller & Monroe Asset Management,Llc | Chicago | $1.67 billion | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Illinois
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Kinnamon & Associates LTD II 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.