Thomas Jennings
Keen Capital · Westminster, Colorado
Thomas Jennings is a fee-only financial advisor at Keen Capital in Westminster, Colorado, who holds the CFP credential. Thomas focuses on retirement planning, equity compensation and estate & legacy planning. Keen Capital reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Keen Capital |
|---|---|
| Based in | Westminster, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $149.7M across 295 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 2800974 |
| Exams passed | Series 63 (1996) · Series 66 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.keencapital.net |
| Profile |
How Thomas's firm compares
- Keen Capital's average account is about $508,000, from its Form ADV (assets managed divided by 295 accounts).
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Questions about Thomas
Is Thomas Jennings 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 and fixed fees on its SEC Form ADV.
Where is Thomas Jennings based?
Thomas Jennings is based in Westminster, Colorado.
What does Thomas specialize in?
Thomas's specialties include retirement planning, equity compensation, estate & legacy planning and tax planning.
What credentials does Thomas Jennings hold?
Thomas Jennings holds the CFP credential.
Is Thomas Jennings registered with the SEC?
Yes. Thomas Jennings is registered as an investment adviser representative in CO (CRD 2800974), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keen Capital manage?
Keen Capital reports $149.7M across 295 accounts in assets under management.
How do I contact Thomas Jennings?
Through Thomas's website, www.keencapital.net.
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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