Kenai Investments, Inc.

Overview

Kenai Investments, Inc. is an independent, privately held registered investment adviser that serves individual and family clients. The firm charges fees based on a percentage of assets under management and provides discretionary portfolio management primarily for individuals and small businesses. Beyond investment advisory work, Kenai Investments, Inc. operates as an insurance broker and offers accounting services, and it runs educational seminars and workshops for clients. The firm is owned by an individual and is not structured as a capital allocator or related adviser. It does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant.

Assets & Accounts

Public Holdings

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Location & Offices