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CRD 288153
ROBINSON, IL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| PATRICK KEEN | n/a | ROBINSON, IL | 9 | 42 | 3 | yes |
| KYLE NATHANIEL DISHONG | n/a | ROBINSON, IL | 9 | 21 | 3 | yes |
| RYAN CLAYTON KEEN | n/a | ROBINSON, IL | 9 | 13 | 2 | yes |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| KEEN, PATRICK | MANAGING MEMBER | E | yes | 01/2016 | May 26, 2017 | Mar 27, 2024 |
| KEEN, RYAN, CLAYTON | CHIEF COMPLIANCE OFFICER, MEMBER | Na | yes | 04/2017 | May 26, 2017 | Mar 27, 2024 |
| DISHONG, KYLE, NATHANIEL | Member | Na | no | 04/2018 | May 11, 2018 | Mar 27, 2024 |
| Keen, Sean, Patrick | Member | Na | no | 04/2018 | May 11, 2018 | Mar 27, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $249M | $249M | 5 | 3 | 0 | n/a | n/a |
| 2024 | Mar 28, 2025 | $216M | $216M | 5 | 3 | 0 | n/a | n/a |
| 2023 | Mar 27, 2024 | $192M | $192M | 5 | 3 | 0 | n/a | n/a |
| 2022 | Mar 21, 2023 | $173M | $172M | 5 | 3 | 0 | n/a | n/a |
| 2021 | Feb 18, 2022 | $189M | $189M | 5 | 3 | 0 | n/a | n/a |
| 2020 | Feb 23, 2021 | $157M | $157M | 3 | 3 | 0 | n/a | n/a |
| 2019 | Jan 28, 2020 | $146M | $146M | 3 | 3 | 0 | n/a | n/a |
| 2018 | Feb 15, 2019 | $120M | $118M | 3 | 3 | 0 | n/a | n/a |
| 2017 | Feb 26, 2018 | $122M | $119M | 5 | 4 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 0 | 0 | 0.0% | 0 | 0 | 0 | 0 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $249M | $216M | 15.3% | $173M | 13.0% | 5 | 5 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| SSN ADVISORY, INC. | 3 | Dec 31, 2017 | Jun 27, 2017 | ROBINSON, IL | Team lift out | Other | 1.7% |