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KEEN CAPITAL, LTD

CHAPIN, SC · CRD 145023 · IAPD ↗ · keeninvestors.com · 803-941-4444

$179.7MRegulatory AUM
4Advisory reps
12Employees
0Clients
51-100Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
June 2026 — KEEN CAPITAL, LTD changed its website from coreadvisors.com to keeninvestors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
42
May 2026 — KEEN CAPITAL, LTD notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
May 2026 — KEEN CAPITAL, LTD added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
March 2026 — KEEN CAPITAL, LTD shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
March 2026 — KEEN CAPITAL, LTD added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
July 2024 — KEEN CAPITAL, LTD notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
March 2024 — KEEN CAPITAL, LTD notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
March 2024 — KEEN CAPITAL, LTD added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
March 2024 — KEEN CAPITAL, LTD reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.