Thomas Gore
Keen Capital · Chapin, South Carolina
Thomas Gore is a fee-only financial advisor at Keen Capital in Chapin, South Carolina, who holds the CFP credential. Thomas 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 |
| SEC registration | Investment adviser representative in SC, TX · CRD 4261918 |
| Exams passed | Series 63 (2000) · Series 65 (2002) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.keeninvestors.com |
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Questions about Thomas
Is Thomas Gore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas 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 Thomas charge for financial advice?
Thomas's firm, Keen Capital, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Gore based?
Thomas Gore is based in Chapin, South Carolina.
What does Thomas specialize in?
Thomas's specialties include tax planning, retirement planning, founders (pre-exit) and family wealth transfer. Thomas works with high earners, retirees, founders and multi-generational families.
What credentials does Thomas Gore hold?
Thomas Gore holds the CFP credential.
Is Thomas Gore registered with the SEC?
Yes. Thomas Gore is registered as an investment adviser representative in SC and TX (CRD 4261918), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keen Capital manage?
Keen Capital reports $179.7M across 352 accounts in assets under management.
How do I contact Thomas Gore?
Through Thomas'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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