Katherine Hollenbeck
Keen Capital · Chapin, South Carolina
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.
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Specialties
Who they serve
- High earners
- Retirees
- Founders
- Multi-generational families
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 |
| Assets under management | $179.7M across 352 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in SC · CRD 5642429 |
| Firm size | 12 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.keeninvestors.com |
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Questions about Katherine
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.
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
- Keen Capital 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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