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JK
CFA
JK
CFA

John Keene

Cary Street Partners
20 Years of Experience
Fort Worth, TX
1 Disclosure
View SEC Summary
View SEC Summary

John Keene is a CFA-designated registered investment advisor at Cary Street Partners, based in Fort Worth, TX, with 20 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 6,988 clients with $10B in assets under management.

Cary Street Partners
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
122 advisors
Number of Clients
6,988 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$10.3B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.00%
$1.0M - $3.0M0.85%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10.0M - $25.0M0.50%
$25M+0.50%

Fees are negotiable and actual schedules vary by client. Fees for amounts over $25,000,000 are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1701 River Run, Suite 1012, Fort Worth, TX, 79107

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
June 2006
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Cary Street Partners
April 2025 - Present · 1 yr 6 mos
Previous Registrations
Keene & Dorchak
June 2006 - August 2025 · 19 yrs 2 mos
State Registrations3 states
CATXVA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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