Kinnamon & Associates Ltd II

Overview

Kinnamon & Associates Ltd II is an SEC registered investment adviser based in Barrington, IL, registered since 2012. It reports $118M in assets under management across 396 accounts, with 7 employees. It has 2 investment adviser representatives.

Reported AUM

$118M

Accounts

396

Average account

$297K

Employees

7

Advisory reps

2

Registered since

2012

Jurisdictions

3

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Commissions, Fixed Fees and Hourly Charges

Executive officers 3 of 3

• Kyle Kinnamon Owner, President CRD 6981994
• Alexandria Leigh Kinnamon Owner CRD 8222510
• Bret Scott Kinnamon Chief Compliance Officer, Vice President CRD 2822681

Advisory reps 2 of 2

• Bret S Kinnamon Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2822681
• Kyle A O Kinnamon Insurance Agent · Registered Rep · Investment Adviser Rep CRD 6981994

Location

Headquarters

217 N Northwest Hwy
Barrington, IL 60010

County

Lake

Metro area

Chicago-Naperville-Elgin, IL-IN-WI

Region

Midwest

Registrations

• SEC registered
• Registered in 3 jurisdictions
• Website: kinnamoninvest.com

Every state, with registration dates

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