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Chief Investment Officer · Keen Capital, LTD

Katherine M. Hollenbeck

CRD 5642429 · Named on Form ADV at one SEC-registered adviser

At a glance

Keen Capital, LTD, an SEC-registered wealth manager based in Chapin, SC with $180 million in regulatory assets, lists Katherine M. Hollenbeck on its Form ADV as Chief Investment Officer, a control person.

Firms and roles

  • Keen Capital, LTDChief Investment OfficerWealth manager · Chapin, SC · $180M in regulatory assets

AtlasMembers

Katherine’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Katherine’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.