|
⚲
|
| Keyboard |
| Keating Investment Counselors Inc
✚
|
|
|---|---|
| CRD # | 110134 |
| SEC # | 801-19820 |
| CIK # | 0001020580 |
| AUM | 383.1 M (2026-04-07) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 561-278-7862 |
| Address | 101 SE 6th Ave Delray Beach, FL 33483 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Barrick Gold Corp | 15.9 | ||
| Agnico Eagle Mines Ltd | 13.7 | ||
| Oceaneering International Inc | 13.5 | ||
| Vodafone Group Public Ltd Co | 9.0 | ||
| GlaxoSmithKline PLC | 8.7 | ||
| Suncor Energy Inc | 8.3 | ||
| Total Sa | 7.9 | ||
| Statoil ASA | 7.6 | ||
| Verizon Communications Inc | 6.2 | ||
| Liberty Global PLC | 5.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 65 | 12.2 |
| (b) Individuals (high net worth individuals) | 85 | 246.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 96.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 19.2 |
| (h) Charitable organizations | 3 | 8.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 366 | 383.1 |
| By Discretionary | ||
| Discretionary | 364 | 378.1 |
| Non-Discretionary | 2 | 5.0 |
| Total | 366 | 383.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 26.7 | |
| United States Persons | 356.4 | |
| Total | 366 | 383.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001020580] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Longview Financial Advisors LLC
✚
|
383.9 M | |
|
Paragon Financial Services
✚
|
VA | 383.7 M |
|
Spartan Planning & Wealth Management LLC
✚
|
NC | 383.7 M |
|
Arcadia Wealth Management Inc
✚
|
NY | 383.6 M |
|
Cascades Capital Asset Management LLC
✚
|
NC | 383.3 M |
|
Capital Management LLC
✚
|
NC | 383.0 M |
|
One One Wealth Management LLC
✚
|
FL | 383.0 M |
|
Accent Capital Management LLC
✚
|
OH | 382.7 M |
|
Proctor Financial Inc
✚
|
MA | 382.3 M |
|
Red Tortoise LLC
✚
|
GA | 382.3 M |