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| Happy Holidays!! thanks for using AUM13F!! |
| Keeler Thomas Management LLC
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| CRD # | 109522 |
| SEC # | 801-100354 |
| CIK # | 0001730660 |
| AUM | $379.3 M (2025-05-28) |
| Employees | 13 (69% Investors, 0% Brokers) |
| Phone | 801-226-0800 |
| Address | 1327 South 800 East Orem, UT 84097 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001730660 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 5.8 | ||
| Qualcomm Inc/DE | 3.0 | ||
| Pfizer Inc | 2.4 | ||
| VICI Properties Inc | 2.3 | ||
| Advanced Micro Devices Inc | 2.2 | ||
| Alphabet Inc | 2.2 | ||
| Generac Holdings Inc | 2.2 | ||
| Metropcs Communications Inc | 2.0 | ||
| Synopsys Inc | 1.9 | ||
| ServiceNow Inc | 1.9 | ||
| Kinder Morgan Inc | 1.9 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 102.6 |
| (b) Individuals (high net worth individuals) | 73 | 276.7 |
| (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 | 0 | 0.0 |
| (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 | 839 | 379.3 |
| By Discretionary | ||
| Discretionary | 839 | 379.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 839 | 379.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.3 | |
| Total | 839 | 379.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730660] |
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|---|---|---|
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Aegis Financial Corporation
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VA | 0.4 |
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May Hill Capital LLC
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MA | 0.4 |
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Latitude Advisors LLC
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0.4 | |
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Edge Financial Advisors LLC
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IL | 0.4 |
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Acima Private Wealth LLC
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VA | 0.4 |
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Hazard & Siegel Advisory Services LLC
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NY | 0.4 |
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HANC Wealth Management LLC
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MI | 0.4 |
|
Smith Financial Investment Advisors Inc
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|
IN | 0.4 |
|
Holistic Financial Partners LLC
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|
IN | 0.4 |
|
Lincoln Capital Corporation
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|
RI | 0.4 |