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| Keeler & Nadler Financial Planning and Wealth Management LLC
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|---|---|
| CRD # | 173079 |
| SEC # | 801-80394 |
| CIK # | 0002035883 |
| AUM | 609.9 M (2026-05-13) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 614-791-4123 |
| Address | 565 Metro Place South Dublin, OH 43017 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.0 | ||
| Apple Inc | 4.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 316 | 91.8 |
| (b) Individuals (high net worth individuals) | 188 | 516.7 |
| (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 | 2 | 1.4 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,043 | 609.9 |
| By Discretionary | ||
| Discretionary | 1,979 | 565.1 |
| Non-Discretionary | 64 | 44.8 |
| Total | 2,043 | 609.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 609.9 | |
| Total | 2,043 | 609.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002035883] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 17 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Steffes Financial Ltd
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KS | 611.5 M |
|
Arbor Trust Wealth Advisors LLC
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Peregrine Asset Advisers Inc
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OR | 611.0 M |
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Vista Investment Partners LLC
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OK | 610.6 M |
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Strengthening Families & Communities LLC
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MA | 610.0 M |
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Wespac Advisors Socal LLC
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|
CornerStone Wealth Advisors Inc
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MN | 608.7 M |
|
J Stern & Co LLC
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NY | 608.6 M |
|
Central Family Advisors LLC
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NY | 608.3 M |
|
Rose Capital Advisors LLC
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FL | 608.3 M |