Wilshire-Pennington Group, Inc.

Overview

Wilshire-Pennington Group, Inc. is a state registered investment adviser based in Nichols Hills, OK, registered since 2012. It reports $52.8M in assets under management across 114 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$52.8M

Discretionary

100%

Accounts

114

Average account

$463K

Employees

2

Advisory reps

2

Registered since

2012

Jurisdictions

4

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 1 of 1

• Benjamin Daniel Kennedy III President, Chief Compliance Officer CRD 1744933

Advisory reps 2 of 2

• Benjamin Daniel Kennedy III Investment Adviser Rep CRD 1744933
• Benjamin Daniel Kennedy IV Investment Adviser Rep CRD 5023746

Location

Headquarters

1712 Pennington Way
Nichols Hills, OK 73116

County

Oklahoma

Metro area

Oklahoma City, OK

Region

South

Registrations

• State registered
• Registered in 4 jurisdictions
• Website: wilshire-pennington.com

Every state, with registration dates

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