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| Happy Holidays!! thanks for using AUM13F!! |
| Keating Investment Counselors Inc
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| CRD # | 110134 |
| SEC # | 801-19820 |
| CIK # | 0001020580 |
| AUM | $343.5 M (2025-03-20) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 561-278-7862 |
| Address | 101 SE 6th Ave Delray Beach, FL 33483 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Agnico Eagle Mines Ltd | 13.0 | ||
| Barrick Gold Corp | 10.8 | ||
| Vodafone Group Public Ltd Co | 8.0 | ||
| Oceaneering International Inc | 8.0 | ||
| GlaxoSmithKline PLC | 7.2 | ||
| Total Sa | 6.8 | ||
| Statoil ASA | 6.7 | ||
| Suncor Energy Inc | 6.5 | ||
| Verizon Communications Inc | 6.5 | ||
| Unilever PLC | 6.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 12.1 |
| (b) Individuals (high net worth individuals) | 82 | 230.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 78.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 15.5 |
| (h) Charitable organizations | 2 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 369 | 343.5 |
| By Discretionary | ||
| Discretionary | 367 | 339.2 |
| Non-Discretionary | 2 | 4.3 |
| Total | 369 | 343.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.1 | |
| United States Persons | 320.4 | |
| Total | 369 | 343.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001020580] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Clarendon Private LLC
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MA | 0.3 |
|
Confidence Wealth Management Inc
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CA | 0.3 |
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Brown McLeod Inc
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AL | 0.3 |
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Bull Harbor Capital LLC
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MD | 0.3 |
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Jackson Creek Investment Advisors LLC
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|
CO | 0.3 |
|
Peregrine Investment Advisors LLC
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MS | 0.3 |
|
JMK & Associates LLC
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|
WA | 0.3 |
|
Owen Larue LLC
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|
KY | 0.3 |
|
IAMS Wealth Management LLC
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|
NE | 0.3 |
|
Fortiter Wealth Management LLC
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|
TX | 0.3 |