Katherine Hollenbeck has been Chief Investment Officer of Keen Capital since January 2022, is a control person of the firm and directly owns under 5% of it. Katherine Hollenbeck studied at the University of South Carolina.
Keen Capital, LTD is a Chapin, SC firm with $180M under management, 113 clients and 4 advisers across 5 offices, as of its May 2026 filing.
Katie Hollenbeck is Chief Investment Officer of Keen Capital, based in Chapin, SC. She focuses on the research, structure and implementation of investment portfolios for Keen Capital and joined Core Advisors in 2015. She leads the Keen Capital Investment Team and serves as President on the board of the CFA Society of South Carolina.
Katherine Hollenbeck’s longest registration is the current one, 11 years at Keen Capital since 2015. Before joining Keen Capital in 2015, Katherine Hollenbeck was registered through Je Wilson Advisors, LLC.
- Je Wilson Advisors, LLC– · 5 yearsColumbia, SC · Adviser representative · Firm CRD 110375
Professional designations
Listed by Keen Capital
- CFA
- CFP
Investment adviser representative registrations
Katherine Hollenbeck is registered as an investment adviser representative in South Carolina, since April 2015.
- South CarolinaSince 3 April 2015
Examinations
No examinations are on Katherine Hollenbeck’s record.
- Full name
- Katherine Marie Hollenbeck
- CRD
- 5642429
- Firm
- Keen Capital · CRD 145023
- Role
- Chief Investment Officer
- Office
- 510 LEXINGTON AVENUE, SUITE 101, Chapin, SC 29036
- Registration
- Investment adviser registration
- In the industry since
- March 2010
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- keeninvestors.com
Where does Katherine Hollenbeck work?
Katherine Hollenbeck has been Chief Investment Officer of Keen Capital, LTD since January 2022, and is a control person of the firm.
Is Katherine Hollenbeck a financial advisor?
Yes. Katherine Hollenbeck has a current investment-adviser registration in South Carolina, through Keen Capital since April 2015.
How many years of experience does Katherine Hollenbeck have?
Katherine Hollenbeck has 16 years in the financial industry, since March 2010, across 2 adviser firms.
Where did Katherine Hollenbeck work before Keen Capital?
Before Keen Capital, Katherine Hollenbeck was registered through Je Wilson Advisors, LLC, January 2010 to February 2015.
Where is Katherine Hollenbeck based?
Katherine Hollenbeck’s registered office is in Chapin, SC.
Is Katherine Hollenbeck registered with FINRA?
No. Katherine Hollenbeck has no current broker registration.
Is Katherine Hollenbeck a CFP?
Keen Capital lists Katherine Hollenbeck with the CFP credential (“CFP”) on its website. CFP Board confirms certification status.
Is Katherine Hollenbeck a CFA charterholder?
Keen Capital lists Katherine Hollenbeck with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
How can I verify Katherine Hollenbeck’s record?
Search CRD 5642429 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Katherine Hollenbeck’s full registration record.