Keener Financial Planning
Keener Financial Planning is an SEC-registered wealth manager in Keller, TX with $479.0M assets under management (AUM, regulatory AUM), +32% over one year. See who owns Keener Financial Planning: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 147615, SEC 801-115127, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $479.0M (2026-06-12)
- Firm type
- Wealth Manager
- Location
- Keller, TX
- Employees
- 12
- Clients
- 197
- CRD
- 147615
- Ownership
- SONGER, RACHEL, PAIGE; Hinton, Kelli; KEENER, JEAN, ELIZABETH; POND, SAMUEL, DAVID; THE LESSOR-KEENER FAMILY TRUST
How much AUM does Keener Financial Planning have?
Keener Financial Planning reported $479.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Keener Financial Planning?
Disclosed owners and executives of Keener Financial Planning include SONGER, RACHEL, PAIGE, Hinton, Kelli, KEENER, JEAN, ELIZABETH, POND, SAMUEL, DAVID, THE LESSOR-KEENER FAMILY TRUST. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.