KENAI INVESTMENTS, INC.

RIASEC Registered
Total AUM
$62.4M
Discretionary
$62.4M
100% of AUM
Avg account
$466K
Accounts
134
Employees
1
Advisory reps
1

Firm details

Headquarters
Amarillo, Texas
CRD number
125974
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM
Client types
  • HNWI60%
  • Individuals40%
Services
Portfolio Management for IndividualsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Kenai Investments, Inc. operates as a corporation focused on providing financial advisory services primarily to individuals and families. The firm is engaged in portfolio management for small businesses and individuals, along with offering educational seminars and workshops. While it does not classify itself as a capital allocator or an ESG investor, it plays a dual role as both an insurance broker and an accountant. This diverse set of business activities positions Kenai Investments to cater to a broad range of client needs, emphasizing personalized financial strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Public Funds/Mutual Funds 10%, Cash & Cash Equivalents 4%86%
  • Exchange Traded Equities86%
  • Public Funds/Mutual Funds10%
  • Cash & Cash Equivalents4%

Owners & executives

1 of 1
  • ROGER REMLING

    President, Chief Compliance Officer, Chief Executive OfficerCRD 4198945

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Amarillo, TX

RANDALL

Location

Amarillo, TX

Headquartered in Amarillo, TX, anchoring the Amarillo-Pampa-Borger, TX metro in the South.

Metro area
Amarillo-Pampa-Borger, TX
Region
South
County
RANDALL
Address
2700 S Western St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth