KEEN Capital, Ltd
SEC Registered#1 Rated Dental CPAs & Financial Advisors
About the firm
At Core Advisors, you have one team, one contact, and one strategy for your practice and personal finances. Their dental accountants handle everything under one roof — from bookkeeping and tax strategy to financial planning and debt management — built specifically for dentists. They have been helping dentists for more than twenty years.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Practice accounting, payroll, tax services, CFO services, retirement planning, and wealth management — all provided under one roof for dentists.
Who they serve
Dentists and dental practice owners seeking integrated personal and business financial management.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 48 | $10M |
| High Net Worth Individuals | 48 | $136M |
| Charitable Organizations | 17 | $29M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of April 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KEEN Capital, Ltd has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched