Ashly L. Vallimont

KENNON-GREEN & CO.

NEW ALBANY, OH 43054-7089

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CRD#: 7540504

Professional summary

Ashly Lenee Vallimont is a registered financial advisor currently at KENNON-GREEN & CO. located in New Albany, Ohio.

Ashly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Ashly has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashly Lenee Vallimont's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

August 8, 2022 - Present

KENNON-GREEN & CO.

Office #1: 5031 Forest Drive Suite A, New Albany, OH 43054-7089

RIA

CRD#: 284713

NEW ALBANY, OH

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

KENNON-GREEN & CO.

KENNON-GREEN & CO. | KENNON-GREEN & COMPANY, LLC

CRD#: 284713 / SEC#: 801-126091

RIA

Registered Investment Advisory firm - (7/15/2022 Approved)

California

Registered Investment Advisory firm - (9/1/2022 Terminated)

Michigan

Registered Investment Advisory firm - (8/9/2022 Terminated)

Missouri

Registered Investment Advisory firm - (8/2/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/2/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Ohio
(7/23/2025)

IAR

Texas
(8/8/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/6/2022

Uniform Investment Adviser Law Examination

Current Firm

KENNON-GREEN & CO.

KENNON-GREEN & CO. | KENNON-GREEN & COMPANY, LLC

CRD#: 284713 / SEC#: 801-126091

RIA

Registered Investment Advisory firm - (7/15/2022 Approved)

California

Registered Investment Advisory firm - (9/1/2022 Terminated)

Michigan

Registered Investment Advisory firm - (8/9/2022 Terminated)

Missouri

Registered Investment Advisory firm - (8/2/2022 Terminated)

Texas

Registered Investment Advisory firm - (8/2/2022 Terminated)

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Contact information

Main Address

5031 Forest Drive Suite A, New Albany, OH 43054-7089

Mailing Address

Phone number

(614) 656-3638

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KENNON-GREEN & CO. FORM ADV PART 2A AND 2B (3/18/2025)

Regulatory assets under management

Total Number of Accounts	279
AUM (Assets Under Management)	$ 154,558,804

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Ashly L. Vallimont

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ashly Lenee Vallimont's CRS (Customer Relationship Summary).

Certified licenses

Experience

KENNON-GREEN & CO.

Primary Firm SEC Registration

KENNON-GREEN & CO.

State Registrations and Notice Filings

Exams

Series 65

Date: 8/6/2022

Current Firm

KENNON-GREEN & CO.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KENNON-GREEN & CO.

TRUST BUT VERIFY

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