Keenan Financial is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boston, MA. Its latest Form ADV filing, dated April 23, 2026, reports $202M in regulatory assets under management, 27 employees, and 1,924 accounts.
Assets Under Management
$202M
Employees
27
Offices
--
Total Clients
751
Primary office
BOSTON, MA
7 BULFINCH PLACE, SUITE 302, BOSTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.3% of total clients.
Top client categories% of clientsClients
1
Individuals
94.3%
708
2
HNWI
5.7%
43
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$202Mas of April 23, 2026
Discretionary100.0%
$202M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$202M
Total Accounts1,924
10Y AUM Change+$110M (+119.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees27
Clients per Employee28:1
10Y Employee Change+12 (+80.0%)
* 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.