K
$149.7M Total AUM
$149.7M Disc. AUM
11.0% 3Y CAGR
2 Employees
62 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- ElementPioneer vertex +more
- Established Date
- 06-09-2016
- Office Locations
- 2
Office Locations
2830 Ranch Reserve Lane Westminster CO
-- Westminster CO
About Keen Capital, LLC
Keen Capital is an independent, fee-only RIA in Westminster, CO providing fiduciary wealth management and financial planning for individuals and families. The firm develops goal-based strategies and monitors portfolios on clients’ behalf, with experience across asset allocation, ETFs, mutual funds, fixed income and alternative investments. Custodies through Charles Schwab.
Team overview
-- AVG AGE
$74.9M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
9.7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
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Asset Classes
Delta Pathway North Meridian Bridge Capital timber
Custodian
Insight bridge Matrix capital Oak beacon Capital meridian
Investment Themes
Atlas Ember Timber Pathway
Investment Vehicles
Pioneer
Platform
Alpha optima Peak capital Matrix quantum
Services
Prime Legacy oak Horizon Vertex timber Matrix Ember Focus quantum Bridge unison
Technology
Focus Focus pioneer Momentum
Owner & Executives
T
THOMAS JOSEPH JENNINGS
Certified Financial Planner, Managing Partner
- CRD
- #2800974
- Ownership
- 50% but less than 75%
(888) 491-2173
ridge.vertex@focuscapital.com
in linkedin.com/in/crest-legacy
J
JERRY JOHN MCDONNELL
Chief Compliance Officer, Managing Partner
- CRD
- #2326191
- Ownership
- 25% but less than 50%
(417) 773-1689
matrix.crest@atlascapital.com
in linkedin.com/in/oak-value
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $149,746,412 | $507,615 |
| Non-Discretionary | $0 | -- |
| Total | $149,746,412 | $507,615 |
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Separately Managed Accounts
Total SMA Asset: $149,746,412
Public Funds:
16.0% Private Funds:
21.4% Cash:
16.9% Equity - Exchange:
12.8% U.S. Government/Agency:
23.7% Municipal Bonds:
9.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $211,364,487 | 16.0% |
| Private Funds | $282,700,001 | 21.4% |
| Cash | $223,253,739 | 16.9% |
| Equity - Exchange | $169,091,589 | 12.8% |
| U.S. Government/Agency | $313,083,646 | 23.7% |
| Municipal Bonds | $121,534,580 | 9.2% |
| Total | $1,321,028,042 | 100.0% |