Frank Kenan is a registered investment advisor at Kd Capital Management, LLC, based in Charleston, SC, with 10 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The management fee is non-negotiable, however, it has been waived for investments made by the Investment Manager’s principal and employees.
Fee Estimator
Location
111 Ashley Avenue, Charleston, SC, 29401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Frank is a trustee and beneficiary of the 1988 FHK Trust, making investment decisions on real estate, public securities, and other investments, dedicating minimal time. He is also the registered agent of Kenan Developments, LLC, which owns property, requiring minimal time.
Employment History
Current Registrations
Kd Capital Management, LLC
State Registrations1 state
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.