Kenai Investments, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$62,389,446
Total clients
134
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
134
Average account size
$465,593
About
Kenai Investments is an independent advisory firm that reports serving mainly individual and high‑net‑worth clients while offering ongoing asset management, financial planning, business succession and executive benefits consulting, tax preparation assistance, and estate‑planning support (including use of the Trust & Will digital service). The firm’s ADV shows $62.4 million in assets under management across 134 client relationships and operates as a single‑advisor practice with both discretionary and non‑discretionary services.
The firm describes an investment process that combines fundamental and technical analysis and may employ long‑ and short‑term strategies, options, short sales and investments in private offerings and real‑asset sectors; Kenai tailors recommendations through client questionnaires and conducts formal quarterly account reviews. Kenai also offers public educational seminars on financial topics and includes non‑securities advice in areas such as tax and estate planning as part of its planning work.
Several features in the ADV distinguish Kenai from many peers: the firm discloses that it advertises past performance, operates a Texas‑licensed insurance agency whose representatives may receive insurance compensation, and leverages third‑party digital estate‑planning tools. The ADV also indicates a broader client mix than is typical for a solo independent adviser, noting relationships with a range of institutional and business clients (including banking, insurance, municipal and other adviser or corporate clients) in addition to individual investors.
Client services
Portfolio management
Educational seminars or workshops
Expertise
Business succession planning
Wealth management
Options & derivatives strategies
Fee options
$0 - $100,000: 2.00% $100,000 - $250,000: 1.50% $250,000 - $500,000: 1.25% $500,000+: 1.00%
Account minimum: None
Main office location
Kenai Investments, Inc.
2700 S Western St., Suite 900
Amarillo TX 79109, United States
Number of offices
1
Most active in
Kenai Investments, Inc. has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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