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Kellen Lee Cooney

GROUND SWELL CAPITAL, LLC·FOLLY BEACH, South Carolina
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105 WEST HURON AVENUE, FOLLY BEACH, SC 29439CRD# 4666658Firm CRD# 159812
01

About

Kellen Lee Cooney is a registered financial advisor based in FOLLY BEACH, South Carolina, affiliated with GROUND SWELL CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
GROUND SWELL CAPITAL, LLC
GROUND SWELL CAPITAL, LLC
AUM
$1.5B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at GROUND SWELL CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Performance-based fees
Other: EXPENSE REIMBURSEMENT
Regulatory
SEC/IARD CRD# 4666658
Firm CRD# 159812
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kellen Lee Cooney offer?
Kellen Lee Cooney specializes in Retirement Planning. Contact their office in FOLLY BEACH, South Carolina for a consultation.
What are Kellen Lee Cooney's credentials?
Kellen Lee Cooney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kellen Lee Cooney located?
Kellen Lee Cooney is based in FOLLY BEACH, South Carolina, working with GROUND SWELL CAPITAL, LLC. Their office serves clients in the FOLLY BEACH metropolitan area and surrounding communities.
How does Kellen Lee Cooney charge for services?
Kellen Lee Cooney's firm is compensated through performance-based fees, other: expense reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GROUND SWELL CAPITAL, LLC?
GROUND SWELL CAPITAL, LLC has approximately 10 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FOLLY BEACH
John Travis Howell — GROUND SWELL CAPITAL, LLCJoey Howard Foxhall — GROUND SWELL CAPITAL, LLCScott Schumacher Howell — GROUND SWELL CAPITAL, LLCBenjamin Clifford Street — GROUND SWELL CAPITAL, LLCBrian Klump — GROUND SWELL CAPITAL, LLC
Nearby cities in South Carolina
GREENVILLE (113)CHARLESTON (112)COLUMBIA (64)FORT MILL (31)MOUNT PLEASANT (28)
City Guides
GREENVILLE GuideCHARLESTON GuideCOLUMBIA GuideFORT MILL GuideMOUNT PLEASANT Guide
Research
Advisor Fees in South CarolinaNational Fee Analysis
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