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KEEN CAPITAL, LTD
CRD 145023 · SEC 801-123128
510 LEXINGTON AVENUE, SUITE 101, CHAPIN, SC, 29036, United States
Phone
803-941-4444
Fax
803-941-4445
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$179.7M
Discretionary AUM
$177.6M
Team
12 total employees; 4 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-05-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $10.3M |
| High net worth individuals | 48 | $136.3M |
| Pension/profit sharing plans | 17 | $28.5M |
States served
NC, SC, TX, FL
All web addresses on file
Official SEC filing: View on IAPD