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| Keyboard |
| Keidan Financial Consultants LLC
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|---|---|
| CRD # | 108093 |
| SEC # | 801-57002 |
| CIK # | |
| AUM | 574.9 M (2026-03-12) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 614-469-5003 |
| Address | 400 South 5th Street Columbus, OH 43215 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 32 | 16.1 |
| (b) Individuals (high net worth individuals) | 152 | 552.7 |
| (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 | 6.1 |
| (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 | 547 | 574.9 |
| By Discretionary | ||
| Discretionary | 527 | 543.8 |
| Non-Discretionary | 20 | 31.2 |
| Total | 547 | 574.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 574.9 | |
| Total | 547 | 574.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Sanders Morris LLC
✚
|
TX | 576.1 M |
|
Gross & Hartman Investments LLC
✚
|
PA | 576.0 M |
|
Bulletproof Capital LLC
✚
|
IL | 575.8 M |
|
Berkeley Inc
✚
|
ID | 573.9 M |
|
Curtis Advisory Group LLC
✚
|
CA | 573.7 M |
|
FSA Advisors Inc
✚
|
MI | 573.4 M |
|
Burkett Financial Services LLC
✚
|
SC | 572.6 M |
|
North Shore Private Asset Management LLC
✚
|
IL | 572.6 M |
|
GW Sherwold Associates Inc
✚
|
CA | 572.4 M |
|
The Ithaka Group LLC
✚
|
VA | 572.1 M |