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- Custodian
- First Clearing · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-17-2015
- Office Locations
- 1
Office Locations
About Kenai Investments, Inc.
Kenai Investments is a fee-only RIA in Amarillo, TX serving business owners, executives and individuals with wealth management plus retirement, estate and business planning. The firm emphasizes holistic guidance—tax and estate coordination, risk education, and scenario modeling to keep clients disciplined through volatility. Portfolios are primarily ETF-based and custody includes First Clearing.
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Owner & Executives
ROGER WESLEY REMLING
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, General Partner
- CRD
- #4198945
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $64,032,114 | -- |
| Non-Discretionary | $0 | -- |
| Total | $64,032,114 | -- |
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Separately Managed Accounts
Total SMA Asset: $64,032,114
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,858,701,941 | 47.9% |
| Cash | $3,109,360,567 | 52.1% |
| Total | $5,968,062,508 | 100.0% |