Jeffrey Keen
AZA Capital Management · Leland, Michigan
Jeffrey Keen is a fee-only financial advisor at AZA Capital Management in Leland, Michigan. AZA Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | AZA Capital Management |
|---|---|
| Based in | Leland, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $339.6M across 839 accounts |
| SEC registration | Investment adviser representative in IL, MI · CRD 5719741 |
| Exams passed | Series 65 (2009) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.azacapital.com |
| Profile |
How Jeffrey's firm compares
- AZA Capital Management's average account is about $405,000, from its Form ADV (assets managed divided by 839 accounts).
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Questions about Jeffrey
Is Jeffrey Keen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jeffrey holds no broker registration, and AZA Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jeffrey charge for financial advice?
Jeffrey's firm, AZA Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Jeffrey Keen based?
Jeffrey Keen is based in Leland, Michigan.
Is Jeffrey Keen registered with the SEC?
Yes. Jeffrey Keen is registered as an investment adviser representative in IL and MI (CRD 5719741), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does AZA Capital Management manage?
AZA Capital Management reports $339.6M across 839 accounts in assets under management.
How do I contact Jeffrey Keen?
Through Jeffrey's website, www.azacapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- AZA Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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