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| Keeler Thomas Management LLC
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|---|---|
| CRD # | 109522 |
| SEC # | 801-100354 |
| CIK # | 0001730660 |
| AUM | 305.5 M (2026-03-20) |
| Employees | 12 (58% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 801-226-0800 |
| Address | 1327 South 800 East Orem, UT 84097 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 6.7 | ||
| Microsoft Corp | 5.8 | ||
| Netflix Inc | 3.9 | ||
| Generac Holdings Inc | 3.9 | ||
| CF Industries Holdings Inc | 3.9 | ||
| Pfizer Inc | 3.8 | ||
| Energy Transfer Equity LP | 3.7 | ||
| Paypal Holdings Inc | 3.2 | ||
| Emcor Group Inc | 2.9 | ||
| Alphabet Inc | 2.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 76 | 49.8 |
| (b) Individuals (high net worth individuals) | 56 | 253.0 |
| (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 | 1.1 |
| (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 | 1.6 |
| (n) Other | 0 | 0.0 |
| Total | 440 | 305.5 |
| By Discretionary | ||
| Discretionary | 436 | 304.6 |
| Non-Discretionary | 4 | 0.9 |
| Total | 440 | 305.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 305.5 | |
| Total | 440 | 305.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001730660] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 13 |
| Serves | Institutional, Retail |
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|---|---|---|
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