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| Keener Financial Planning LLC
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|---|---|
| CRD # | 147615 |
| SEC # | 801-115127 |
| CIK # | 0002004495 |
| AUM | 479.0 M (2026-06-12) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 817-993-0401 |
| Address | 1692 Keller Parkway Keller, TX 76248 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Apple Inc | 2.7 | ||
| Microsoft Corp | 1.6 | ||
| Nvidia Corp | 1.3 | ||
| J P Morgan Chase & Co | 0.7 | ||
| Lilly Eli & Co | 0.6 | ||
| Wal Mart Stores Inc | 0.6 | ||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 49 | 30.1 |
| (b) Individuals (high net worth individuals) | 144 | 433.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 4 | 15.5 |
| (n) Other | 0 | 0.0 |
| Total | 767 | 479.0 |
| By Discretionary | ||
| Discretionary | 763 | 478.6 |
| Non-Discretionary | 4 | 0.4 |
| Total | 767 | 479.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 479.0 | |
| Total | 767 | 479.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002004495] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 370 |
| Serves | Institutional, Retail, Research |
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