Keene & Dorchak
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Overview
Keene & Dorchak operates as a financial advisory company based in Fort Worth, Texas. Keene & Dorchak administers $163.1 million in assets under management throughout 318 accounts, making it a mid-tier investment advisory firm in the United States by assets under management (AUM). The firm has a small group, including 4 financial advisors. Keene & Dorchak is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead has to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as options, stocks and bonds.
Keene & Dorchak administers 316 of the company's accounts on a discretionary basis. Discretionary management means that buy and sell judgments for the client's account are made by an investment advisor without requiring client approval. Keene & Dorchak also administers two non-discretionary accounts with a total of $447,983 in assets under management. The firm manages an average of $512,883 in assets for each customer account. The average financial advisor at Keene & Dorchak administers about 80 client accounts.
The firm's main office is located at 1701 River Run, Fort Worth, Texas 76107. The company is legally allowed to serve customers across 3 states, including Nebraska, New York and Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Keene & Dorchak by the Numbers
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$163.1 million
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
4
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
318
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$512.9 thousand
Fee Structure
Fees charged by financial advisors usually are based on which services are offered. However, fee types charged by the company likely are comprised of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 32% of firms
Fixed
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Keene & Dorchak provides services to retail investors and high net worth investors. Out of its 318 customers, Keene & Dorchak's largest client type by number of accounts is retail investors, though it also serves 37 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 24.83%
- Other Individuals - 75.17%
- Corporations - 0%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Keene & Dorchak does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Keene & Dorchak
San Antonio, TX
Fort Worth, TX
Fort Worth, TX
Fort Worth, TX
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