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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Keener Financial Planning LLC
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| CRD # | 147615 |
| SEC # | 801-115127 |
| CIK # | 0002004495 |
| AUM | $362.8 M (2025-07-29) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 817-993-0401 |
| Address | 1692 Keller Parkway Keller, TX 76248 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($k) | |
|---|---|---|---|
| Microsoft Corp | 1.5 | ||
| Nvidia Corp | 1.1 | ||
| Apple Inc | 1.0 | ||
| Texas Instruments Inc | 0.9 | ||
| Lilly Eli & Co | 0.5 | ||
| Huntington Bancshares Inc/MD | 0.5 | ||
| Global MOFY Metaverse Ltd | 0.5 | ||
| J P Morgan Chase & Co | 0.5 | ||
| Holdings by Sector ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 58 | 35.5 |
| (b) Individuals (high net worth individuals) | 109 | 320.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 6.9 |
| (n) Other | 0 | 0.0 |
| Total | 658 | 362.8 |
| By Discretionary | ||
| Discretionary | 654 | 362.5 |
| Non-Discretionary | 4 | 0.3 |
| Total | 658 | 362.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 362.8 | |
| Total | 658 | 362.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002004495] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Eagle Wealth Management Group Inc
✚
|
CA | 0.4 |
|
Second Half Financial Partners LLC
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|
FL | 0.4 |
|
Grove Street Fiduciary LLC
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|
NH | 0.4 |
|
DEW Wealth Management LLC
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AZ | 0.4 |
|
Sterling Financial Group Inc
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|
CA | 0.4 |
|
Mountain Hill Investment Partners
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|
NJ | 0.4 |
|
Professional Financial Advisors Inc
✚
|
PA | 0.4 |
|
Rossby Financial LLC
✚
|
FL | 0.4 |
|
Sage Financial Management Group Inc
✚
|
VA | 0.4 |
|
Union Square Investment Co
✚
|
CA | 0.4 |