SourcingSourcing

KEENAN, LLC

C36
CRD 285673·SEC 801-129000·BOSTON, MA
AUM
$202.5M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$607K
@ 30% margin
Est. Deal Value
$4.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KEENAN, LLC
CRD
285673
SEC file #
801-129000
EIN
814136282
DBA names
Keenan Financial

Economics

AUM
$202.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$148.0M → $202.5M▲ +37%
Client mix
Individuals Other708
Individuals High Net Worth43

Operations

Employees (total)
27
Advisory staff (per ADV)
26
Advisory staff (5-yr trend)
'25'26
24 advisors → 26 advisors▲ +8%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Fidelitylow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/23/2026
ADV-W filed at
—
Website
instagram.com/keenanfinancial(social)

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KEENAN, BRIAN, EDWARD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
KEENAN, BRIAN, EDWARD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:keenan.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002111703
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2026-02-20
Edgar Last Filing Date
2026-04-23
Edgar 13f Count
3
Edgar 13f Latest AUM Estimate
Filing Date2026-04-23
Accession0002085853-26-000458

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
22
Bc Firm IAR Count
22
Custodian Candidates
Full
Fidelity4
E*trade4
Edgar Addresses
Mailing
7 BULFINCH PLSUITE 302BOSTON, MA 02114
Business
7 BULFINCH PLSUITE 302BOSTON, MA 02114
Edgar EIN
814136282
Edgar Recent Filings
13F-HR2026-04-23 · 0002085853-26-000458
13F-HR/A2026-03-04 · 0002085853-26-000295
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
6217930
Trust Company Affiliate
No

People (22)

22
KEENAN, BRIAN, EDWARD
IAR · Direct Owner · 87.5%
6217930
Alexander Oreste Di Martino
IAR
7971392
Nicholas Michael Gannon
IAR
7408261
Jacob Christopher Monroe
IAR
8011170
RYAN ANDREW SCHOFFIELD
IAR
7556765
Matthew John Poindexter
IAR
7425488
Casey Thomas Huffman
IAR
7369351
Spencer Glascock
IAR
7797529
James Morgan Ball
IAR
7694758
Caley Elisabeth Surro
IAR
7724514
Isaiah Gonsalves
IAR
8171514
Nicholas Jasie
IAR
7965451
Inis Mija
IAR
7635931
Alexander Adourian
IAR
8182216
William James Whitcher
IAR
8182234
Ethan Blaine Bester
IAR
8186130
Jakob Rainsford
IAR
8208952
Andrew Martin
IAR
8220329
TYLER A DOLAN
IAR
5672203
JOHN H REID
IAR
5028574
Samuel Qian
IAR
8237465
Shane Michael Bonney
IAR
8263015