Keen Capital, Ltd is an SEC registered investment adviser organized as a corporation with a primary office location in Chapin, SC. Its latest Form ADV filing, dated April 20, 2026, reports $180M in regulatory assets under management, 11 employee, 4 offices, and 352 accounts.
Assets Under Management
$180M
Employees
11
Offices
4 offices
Total Clients
113
Primary office
CHAPIN, SC
510 LEXINGTON AVENUE, SUITE 101, CHAPIN, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 42.5% of total clients.
Top client categories% of clientsClients
1
Individuals
42.5%
48
2
HNWI
42.5%
48
3
Pension Plans
15.0%
17
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$180Mas of April 20, 2026
Discretionary98.9%
$178M
99% of total RAUM98.9%
Non-discretionary1.1%
$2M
1% of total RAUM1.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$180M
Total Accounts352
10Y AUM Change+$66M (+57.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee10:1
10Y Employee Change+1 (+10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.