|
⚲
|
| Keene & Associates Inc
✚
| |
|---|---|
| CRD # | 107961 |
| SEC # | 801-47662 |
| CIK # | 0001907874 |
| AUM | $173.4 MM (2024-03-29) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 817-336-4500 |
| Address | 1701 River Run Fort Worth, TX 76107 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| WMT | 335,434.5 | 4.7 | |
| MSFT | 1,918,222.4 | 4.6 | |
| FDX | 62,226.1 | 4.3 | |
| NEM | 49,968.3 | 4.1 | |
| ORCL | 182,760.6 | 3.9 | |
| GLW | 27,449.9 | 3.7 | |
| UL | 115,645.2 | 3.6 | |
| INGR | 5,933.9 | 3.6 | |
| GOLD | 33,007.1 | 3.5 | |
| CSCO | 178,309.9 | 3.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 35.8 |
| (b) Individuals (high net worth individuals) | 38 | 124.1 |
| (c) Banking or thrift institutions | 0 | 2.3 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 2 | 0.9 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 10.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 317 | 173.4 |
| By Discretionary | ||
| Discretionary | 317 | 173.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 317 | 173.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 173.4 | |
| Total | 317 | 173.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001907874] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Approach Retirement Advisors LLC
✚
|
AL | 0.2 |
|
The Holben Group LLC
✚
|
CO | 0.2 |
|
DH Hill Advisors Inc
✚
|
TX | 0.2 |
|
WD Rutherford LLC
✚
|
OR | 0.2 |
|
Sunstate Wealth Management LLC
✚
|
FL | 0.2 |
|
Robinson Value Management Ltd
✚
|
TX | 0.2 |
|
Brown Wealth Management LLC
✚
|
IL | 0.2 |
|
Terraform Wealth LLC
✚
|
TX | 0.2 |
|
Kohlhepp Investment Advisors Ltd
✚
|
PA | 0.2 |
|
ACME Jack Investments LLC
✚
|
OH | 0.2 |