|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| KEB Asset Management LLC
✚
|
|
|---|---|
| CRD # | 117935 |
| SEC # | 801-62965 |
| CIK # | 0001903035 |
| AUM | $1.1 B (2025-01-30) |
| Employees | 17 (76% Investors, 0% Brokers) |
| Phone | 217-789-0960 |
| Address | 3200 Robbins Road Springfield, IL 62704 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Wal Mart Stores Inc | 14.7 | ||
| Facebook Inc | 3.3 | ||
| Apple Inc | 2.8 | ||
| Microsoft Corp | 1.5 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 318 | 120.5 |
| (b) Individuals (high net worth individuals) | 288 | 905.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 24 | 12.2 |
| (h) Charitable organizations | 2 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 19.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,168 | 1,058.3 |
| By Discretionary | ||
| Discretionary | 2,125 | 991.8 |
| Non-Discretionary | 43 | 66.4 |
| Total | 2,168 | 1,058.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,058.3 | |
| Total | 2,168 | 1,058.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001903035] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fielder Capital Group LLC
✚
|
TN | 1.1 |
|
BOSS Retirement Advisors LLC
✚
|
UT | 1.1 |
|
Managed Asset Portfolios LLC
✚
|
MI | 1.1 |
|
Signet Financial Management LLC
✚
|
NJ | 1.1 |
|
Hemington Wealth Management LLC
✚
|
VA | 1.1 |
|
180 Wealth Advisors LLC
✚
|
WA | 1.1 |
|
Islandbridge Capital Limited
✚
|
1.1 | |
|
Next Level Private LLC
✚
|
NY | 1.1 |
|
Atlas Capital Advisors Inc
✚
|
CA | 1.1 |
|
Private Portfolio Partners LLC
✚
|
NJ | 1.1 |