← Directory
KEENAN FINANCIAL
Legal name: KEENAN, LLC
CRD 285673File 801-129000
APPROVED
Retail clients
Disclosure events
Filing as of Apr 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$202.5M
Below cohort median (national)
Discretionary AUM
$202.5M
Clients
751
1,924 accounts
Employees
27
Bottom 25% of cohort in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Nov 2, 2023
- Principal office
- 7 BULFINCH PLACE, SUITE 302, BOSTON, MA, 02114
- Phone
- (978) 270-1193
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $202.5M
- Discretionary AUM
- $202.5M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,924
- Non-discretionary accounts
- 0
- Total accounts
- 1,924
- AUM per client
- $270K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 43 | $80.4M |
| Individuals (other than high net worth individuals) | 708 | $122.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- 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- Q11D2
- Q11D4
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.