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.

Firm class

independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$479MItem 5.F on the latest filing (2026-07-20); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$479M

Private client RAUM

$463MderivedItem 5.D individuals plus high net worth individuals

Private client share

97%derivedprivate client RAUM over total RAUM

Advisors on IAPD

10

RAUM per advisor

$47.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

12

Advisory employees

10

Offices

1Schedule D 1.F, beyond the principal office

Accounts

767

Individual clients

49

High net worth clients

144

Custody, client assets

$4.7M

SEC number

801-115127

CRD

147615

Filings on the tape

38

First filed

Mar 28, 2019

Latest filed

Jul 20, 2026

Organised

Limited Liability Company, TX

Website

keenerfinancialplanning.com

• Occurred

  Jan 30, 2026
  Regulatory AUM changed

  Keener Financial Planning reported RAUM $479.0M, up 32% from $362.8M (2025-07-29 to 2026-01-30)

  Form ADVobserved 4 days ago
  $116M
• Occurred

  Mar 28, 2019
  First Form ADV filing

  Keener Financial Planning filed its initial SEC registration (Form ADV)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6ac7185a-bf8a-6dd5-a1bf-d86c511a0b3f

First observed

Mar 28, 2019

Last observed

Jul 20, 2026 2 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.