KEEN CAPITAL, LTD

CRD 145023File 801-123128

APPROVED

Retail clients

Custody

Filing as of May 14, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$179.7M

Bottom 25% of cohort (national)

Discretionary AUM

$177.6M

Non-discretionary $2.1M

Clients

113

352 accounts

Employees

Below cohort median in SC

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: ARO
Registration date: Jan 25, 2022
Principal office: 510 LEXINGTON AVENUE, SUITE 101, CHAPIN, SC, 29036
Phone: 803-941-4444
Website: https://www.instagram.com/coreadvisors/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $179.7M
Discretionary AUM: $177.6M
Non-discretionary AUM: $2.1M
Discretionary accounts: 344
Non-discretionary accounts: 8
Total accounts: 352
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$64K
Charitable organizations	Fewer than 5	$4.4M
High net worth individuals	48	$136.3M
Pension and profit sharing plans	17	$28.5M
Individuals (other than high net worth individuals)	48	$10.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: Yes
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.