Keen Capital, LLC

Keen Capital, LLC is an independent, fee‑only wealth management firm that provides comprehensive financial planning and investment management to individuals, families, trusts and estates, charitable organizations, and small businesses. As of March 2025 the firm reports approximately $142.8 million in assets under management across 42 client relationships and delivers written financial plans addressing areas such as tax planning, estate planning, special needs planning, executive compensation, and charitable giving.

The firm frames its role as a wealth advocate and develops allocation strategies that incorporate clients’ income needs, tax levels, time horizons, and risk tolerances. Investment decisions draw on fundamental and technical analysis as well as modern portfolio theory, and KC offers both discretionary and non‑discretionary management while employing long‑term and short‑term trading approaches.

Compared with many peers of similar size, KC manages a relatively concentrated client roster from a two‑advisor platform and offers access to a broader set of asset types, including direct real estate through LLCs/LLPs, private equity and private debt, fee‑only annuities, commodities, and hedging strategies. The brochure also discloses that the firm may direct clients to third‑party managers for which it can receive negotiated fee‑shares and that it recommends Charles Schwab Advisor Services as custodian and may receive research or other soft‑dollar benefits, conflicts the firm says it discloses and manages consistent with its fiduciary obligations.