|
⚲
|
| Keyboard |
| Keel Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 285682 |
| SEC # | 801-108599 |
| CIK # | |
| AUM | 470.0 M (2026-05-05) |
| Employees | 1 (100% Investors, 100% Brokers) |
| Phone | 512-368-4666 |
| Address | |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 60.0 |
| (b) Individuals (high net worth individuals) | 15 | 155.0 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.3 |
| (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 | 6 | 253.7 |
| (n) Other | 0 | 0.0 |
| Total | 89 | 470.0 |
| By Discretionary | ||
| Discretionary | 75 | 80.1 |
| Non-Discretionary | 14 | 389.9 |
| Total | 89 | 470.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 470.0 | |
| Total | 89 | 470.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
BCP Advisors LLC
✚
|
FL | 475.3 M |
|
Encompass Wealth Advisors LLC
✚
|
OR | 472.8 M |
|
Zimmerman Wealth Management LLC
✚
|
IL | 472.4 M |
|
Bernard Caroli Wealth Management Inc
✚
|
NJ | 469.7 M |
|
Lakeshore Financial Planning Inc
✚
|
MI | 469.3 M |
|
Thirtynorth Investments LLC
✚
|
LA | 467.8 M |
|
Z3 Capital Partners LLC
✚
|
VA | 466.8 M |
|
Fellowship Financial Planning LLC
✚
|
WA | 465.3 M |
|
Acumen Financial Advisors LLC
✚
|
MN | 465.2 M |
|
Cypress Capital Partners LLC
✚
|
IL | 464.4 M |