Kenai Investments, Inc.

Kenai Investments is an independent advisory firm that reports serving mainly individual and high‑net‑worth clients while offering ongoing asset management, financial planning, business succession and executive benefits consulting, tax preparation assistance, and estate‑planning support (including use of the Trust & Will digital service). The firm’s ADV shows $62.4 million in assets under management across 134 client relationships and operates as a single‑advisor practice with both discretionary and non‑discretionary services.

The firm describes an investment process that combines fundamental and technical analysis and may employ long‑ and short‑term strategies, options, short sales and investments in private offerings and real‑asset sectors; Kenai tailors recommendations through client questionnaires and conducts formal quarterly account reviews. Kenai also offers public educational seminars on financial topics and includes non‑securities advice in areas such as tax and estate planning as part of its planning work.

Several features in the ADV distinguish Kenai from many peers: the firm discloses that it advertises past performance, operates a Texas‑licensed insurance agency whose representatives may receive insurance compensation, and leverages third‑party digital estate‑planning tools. The ADV also indicates a broader client mix than is typical for a solo independent adviser, noting relationships with a range of institutional and business clients (including banking, insurance, municipal and other adviser or corporate clients) in addition to individual investors.