Frank H. Kenan

KD CAPITAL MANAGEMENT

Charleston, SC 29401

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CRD#: 6363858

Professional summary

Frank Hawkins Kenan II is a registered financial advisor currently at KD CAPITAL MANAGEMENT, LLC located in Charleston, South Carolina.

Frank is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Frank has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

I AM A TRUSTEE AND BENEFICIARY OF THE 1988 FHK TRUST. WE MAKE INVESTMENT DECISIONS ON REAL ESTATE, PUBLIC SECURITIES AND OTHER VARIOUS INVESTMENTS. I STARTED AS A TRUSTEE IN 2008. I SPEND APPROXIMATELY 5 HOURS PER MONTH ON TRUST MATTERS, RARELY DURING SECURITIES TRADING HOURS. THE MAILING ADDRESS IS: KENAN MANAGEMENT PO BOX 4150 CHAPEL HILL, NC 27517 I AM THE REGISTERED AGENT OF A SINGLE MEMBER LLC THAT OWNS PROPERTY STARTED 06/2008. THIS COMPANY OWNS 1 PIECE OF PROPERTY AND TAKES LESS THAN 2 HOURS OF MY TIME PER YEAR TO PAY PROPERTY TAXES AND MAINTAIN THE LLC. THE ADDRESS IS: KENAN DEVELOPMENTS, LLC 113 ASHLEY AVENUE CHARLESTON, SC 29401

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Hawkins Kenan II's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

October 20, 2015 - Present

KD CAPITAL MANAGEMENT, LLC

Office #1: 111 Ashley Avenue, Charleston, SC 29401

RIA

CRD#: 172110

Charleston, SC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(10/20/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 10/20/2015

Uniform Investment Adviser Law Examination

Current Firm

KD CAPITAL MANAGEMENT, LLC

CRD#: 172110 / SEC#:

South Carolina

Registered Investment Advisory firm - (9/9/2014 Approved)

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Contact information

Main Address

111 Ashley Avenue, Charleston, SC 29401

Mailing Address

Phone number

(843) 202-0142

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 33,400,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Frank H. Kenan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Frank Hawkins Kenan II's CRS (Customer Relationship Summary).

Certified licenses

Experience

KD CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/20/2015

Current Firm

KD CAPITAL MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KD CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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