Keene & Associates

Keene & Associates

Keene & Associates is a financial advisory group based in Fort Worth, Texas, operating under the umbrella of regional broker-dealer and RIA Cary Street Partners. The practice includes John H. Keene, who holds the CFA charter, alongside Matthew K. Dorchak and Jennifer A. Jensen. The team’s actual founding date as a distinct unit within Cary Street Partners is not publicly specified. Service lines center on wealth planning, asset management, and portfolio advisory services for individuals and families, with an additional offering in business retirement plans. The group does not publicly detail a concentrated investment strategy, asset-class mix, or specific portfolio positions; its stated capabilities remain at the level of personalized financial planning and discretionary management. There are no disclosed direct investments, fund commitments, or co-investment vehicles. The practice is confined to a single office in Fort Worth. It does not publish assets under management, capital deployment figures, or headcount data beyond the three named advisors. No adjacent vehicles, philanthropic foundations, or club memberships tied specifically to Keene & Associates are identified in public filings or firm materials. Keene & Associates distinguishes itself through its integration into Cary Street Partners, a larger partnership that combines a broker-dealer and registered investment advisor, giving the Fort Worth team institutional infrastructure without the scale of a national wirehouse. This structure lets a small practice lean on shared compliance, research, and back-office resources while serving a local client base.