Keen Capital, Ltd
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$146,665,402
Clients
96
Advisors
4
across 3 offices
About
Keen Capital serves individuals, high‑net‑worth clients, trusts, estates, businesses, retirement plans and charitable organizations, offering financial planning, investment management and integrated wealth management services. The firm also provides retirement plan advisory services, estate‑planning document preparation through an Encore affiliation, and accounting and tax services (bookkeeping, reconciliations and tax planning) on a fixed‑fee basis.
The firm’s investment approach is long‑term and framed by Modern Portfolio Theory, using low‑cost mutual funds and ETFs as core holdings while also incorporating individual equities and retaining legacy positions when appropriate. Keen Capital conducts internal due diligence, may engage Independent Managers, rebalances portfolios as needed, and discloses that it may employ options and other derivatives and shorter‑term trades for hedging, tax management or tactical reallocation.
Keen Capital is distinctive among peers for offering advisor‑delivered accounting and tax services alongside investment advice, a practice the firm discloses can create potential conflicts because those services are billed separately. The firm also discloses that it offers estate‑document services through Encore that can generate additional compensation, maintains explicit derivatives and options risk disclosures, and participates on institutional platforms (Schwab and Altruist) from which it receives software and support benefits.
Client services
Expertise
Fee options
Estate Planning fees at fixed rates: Wills-Based Estate Plan $750; Trust-Based Estate Plan $1,000; Fixed fees for financial planning determined in advance and agreed to in writing
$0+: up to 1.25% annually for Investment Advisory Fees $0+: up to 2.00% annually for Wealth Management Services Fees $0+: up to 1.25% annually for Retirement Plan Advisory Services Fees
Financial planning hourly fees range from $120 to $395 per hour
Annual retainer financial planning services fees per Fixed or Hourly Fee schedules
Fee-only: Financial Planning on hourly basis ($120 to $395 per hour) or fixed fee basis (amounts negotiable in advance)
Main office
See office510 Lexington Avenue, Suite 101
Chapin SC 29036
Advisors at this office
2
Offices (3)
Most active in
Florida · North Carolina · South Carolina · Texas
Also doing business as
Core Advisors, Ltd · Core Advisors, Ltd. · Keen Capital · Keen Capital, LLC · Keen Capital, Ltd
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Jeremiah B
Series 65
Chapin, SC
Keen Capital, Ltd
Jeremiah Barwick is a Series 65-licensed financial advisor at Keen Capital, Ltd with one year of industry experience. He previously worked at Wealth Enhancement Group and TrinityPoint Wealth, LLC. Prior to entering the financial industry, he served four years in the United States Air Force. Keen Capital provides financial planning, investment management, and integrated wealth management services to individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations. The firm follows a long-term investment approach based on Modern Portfolio Theory and offers advisor-delivered accounting and tax services alongside investment advice.
Thomas G
CFP®, Series 63, Series 65
Chapin, SC
Keen Capital, Ltd
Thomas Gore is a CFP® with 21 years of experience in the financial industry. He is currently with Keen Capital, Ltd and serves as President of Core Advisors, Ltd, a registered investment advisor. His prior work includes roles at Lifemark Securities Corp. since 2005. Keen Capital serves individuals, trusts, estates, retirement plans, businesses, and charitable organizations, providing comprehensive wealth management that integrates financial planning, investment management, and accounting and tax-related services on fixed-fee arrangements. The firm employs a Modern Portfolio Theory-based investment approach, utilizing low-cost diversified funds, individual securities, and independent managers as appropriate.
Katherine H
CFP®, CFA®
Chapin, SC
Keen Capital, Ltd
Katherine Hollenbeck is a CFP® and CFA® with 16 years of industry experience. She has worked at Core Advisors, Ltd. since 2015. She serves as President and CEO of the CFA Society South Carolina, a nonprofit professional organization. Keen Capital, Ltd. provides comprehensive wealth management services to individuals, trusts, estates, retirement plans, businesses, and charitable organizations. The firm combines financial planning and investment management with retirement plan advisory and offers accounting and tax-related services on fixed-fee arrangements.
Tanner M
CFP®, Series 66
Jacksonville, FL
Keen Capital, Ltd
Tanner Merritt is a CFP® with four years of industry experience currently advising at Keen Capital, Ltd. He previously worked at Life Planning Partners, Inc., Magellan Federal, Zeiders' Enterprises LLC, The Vanguard Group, Inc., and Cypress Point Wealth Management. Keen Capital serves individuals, high-net-worth clients, trusts, estates, businesses, retirement plans, and charitable organizations with financial planning, investment management, and integrated wealth management services. The firm’s investment approach is long-term and grounded in Modern Portfolio Theory, utilizing low-cost mutual funds and ETFs alongside individual equities and legacy positions.
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