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KEENAN FINANCIAL
Legal name: KEENAN, LLC
CRD 285673File 801-129000
APPROVED
Retail clients
Disclosure events
Filing as of Apr 23, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 24 | 27 | increased by3 |
| Apr 1, 2026 | Clients | 726 | 751 | increased by25 |
| Apr 1, 2026 | AUM | $148,022,968 | $202,481,625 | increased by$54,458,657 |
| Apr 1, 2026 | Accounts | 1,372 | 1,924 | increased by552 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KEENAN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KEENAN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.