# Katherine Hollenbeck

> Katherine Hollenbeck is a fee-only financial advisor at Keen Capital in Chapin, South Carolina, who holds the CFP and CFA credentials. Katherine focuses on tax planning, retirement planning and founders (pre-exit). Keen Capital reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/katherine-hollenbeck/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Keen Capital
- **Based in:** Chapin, South Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $179.7M across 352 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Tax planning, Retirement planning, Founders (pre-exit), Family wealth transfer
- **Works with:** High earners, Retirees, Founders, Multi-generational families
- **CRD:** 5642429 (https://adviserinfo.sec.gov/individual/summary/5642429)
- **SEC registration:** Investment adviser representative in SC
- **Firm size:** 12 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.keeninvestors.com

## Frequently asked questions

### Is Katherine Hollenbeck a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Katherine holds no broker registration, and Keen Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Katherine charge for financial advice?

Katherine's firm, Keen Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Katherine Hollenbeck based?

Katherine Hollenbeck is based in Chapin, South Carolina.

### What does Katherine specialize in?

Katherine's specialties include tax planning, retirement planning, founders (pre-exit) and family wealth transfer. Katherine works with high earners, retirees, founders and multi-generational families.

### What credentials does Katherine Hollenbeck hold?

Katherine Hollenbeck holds the CFP and CFA credentials.

### Is Katherine Hollenbeck registered with the SEC?

Yes. Katherine Hollenbeck is registered as an investment adviser representative in SC (CRD 5642429), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Keen Capital manage?

Keen Capital reports $179.7M across 352 accounts in assets under management.

### How do I contact Katherine Hollenbeck?

Through Katherine's website, www.keeninvestors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5642429): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://keeninvestors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.