Keen Capital, LLC

Overview

Keen Capital, LLC is an independent, owner-operated registered investment adviser that began SEC registration in 2023. The firm serves individual and family clients, offering financial planning and discretionary portfolio management for individuals and small businesses. Compensation is split between a percentage-of-AUM model and fixed fees. The firm does not identify as an active ESG investor, is not a pension consultant, and does not operate as a capital allocator or related adviser. Keen Capital positions itself as a boutique advisory practice focused on personalized planning and portfolio oversight rather than operating proprietary funds or a multi-state advisory platform. Its owner-type is listed as an individual, which typically indicates a hands-on management style and direct client engagement.

Assets & Accounts

Public Holdings

Investments & Alternatives