Kennon Stewart Grose
Investment adviser representative at Assetbuilder, Inc.
22 yearsExperience
1 stateRegistered in
$812.7MFirm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Assetbuilder, Inc.Dec 2004 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 1 state (TX).
Assetbuilder, Inc.
$812.7MAssets managed
720Clients
8Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4955871
- Firm CRD
- 142665