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- Custodian
- Broadridge ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Vertex timberSummit north +more
- Established Date
- 08-30-2007
- Office Locations
- 3
Office Locations
About Keen Capital, LTD
KEEN Capital is a fiduciary RIA focused on high-income and high-net-worth households, including business owners after a liquidity event, with planning and disciplined portfolio management built around tax-aware retirement income and legacy goals. The team includes CFP and CFA professionals and builds custom, data-driven portfolios rather than one-size-fits-all models, without selling annuities or investment products.
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Investment Themes
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Owner & Executives
THOMAS ANTHONY GORE
Certified Financial Planner, Chief Compliance Officer, President
- CRD
- #4261918
- Ownership
- 75% or more
KATHERINE MARIE HOLLENBECK
Chief Investment Officer, Vice President
- CRD
- #5642429
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jeremiah David Barwick
--
- CRD
- #7904854
TANNER RAY MERRITT
--
- CRD
- #7130811
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,621,035 | $516,340 |
| Non-Discretionary | $2,056,978 | $257,122 |
| Total | $179,678,013 | $510,449 |
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Separately Managed Accounts
Total SMA Asset: $179,678,013
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,432,609,862 | 17.6% |
| Equity - Exchange | $1,212,834,485 | 14.9% |
| Cash | $2,344,270,683 | 28.8% |
| U.S. Government/Agency | $2,108,215,649 | 25.9% |
| Private Funds | $1,041,898,082 | 12.8% |
| Total | $8,139,828,761 | 100.0% |