A complete list of active advisors currently associated with Keen Capital, Ltd
Warmer can help you find a great advisor at Keen Capital, Ltd or one who fits your needs even better.
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.
To learn more about the advisors currently working at Keen Capital, Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Keen Capital, Ltd's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Chapin, SC
| 1
| |
Chapin, SC
| 22
| |
Chapin, SC
| 16
| |
Jacksonville, FL
| 4
|
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)