Keen Capital, LLC
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About
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.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.45%
Account minimum: $500,000 Minimum fee: $5,000 annually (minimum Investment Management fee, can be waived at discretion of firm) Fee-only: Fee-only wealth management firm; no commissions accepted
Main office
See officeWestminster CO
Advisors at this office
1
Offices (2)
Most active in
Colorado
Also doing business as
Capitalpoint Financial Planning, LLC · Keen Capital, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Quick links
Advisors at this firm
Thomas J
CFP®, Series 63, Series 66
Westminster, CO
Keen Capital, LLC
Thomas Jennings is a CFP® with 15 years of industry experience, currently serving as an advisor at Keen Capital, LLC since 2017. Prior to joining Keen Capital, he worked at Key Private Bank from 2012 to 2017. Keen Capital, LLC is an independent, fee-only wealth management firm that serves individuals, families, trusts, estates, charitable organizations, and small businesses. The firm focuses on comprehensive financial planning and investment management, employing a range of strategies that incorporate clients’ income needs, tax considerations, time horizons, and risk tolerances.
Jerry M
Series 63, Series 66
Westminster, CO
Keen Capital, LLC
Jerry Mcdonnell is a financial advisor at Keen Capital, LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has worked at CapitalPoint Financial Planning, LLC for the past 10 years. Keen Capital, LLC is an independent, fee-only wealth management firm serving individuals, families, trusts, estates, charitable organizations, and small businesses. The firm offers comprehensive financial planning and investment management with a focus on tax, estate, and special needs planning, utilizing a range of asset types and both discretionary and non-discretionary management approaches.
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