KEB WEALTH ADVISORS

RIASEC RegisteredEst. 2004

Total AUM

$1.3B

Discretionary

$1.2B

94% of AUM

Avg account

$535K

Accounts

2,381

Employees

Advisory reps

Firm details

Headquarters: SPRINGFIELD, Illinois
CRD number: 117935
Registered since: April 7, 2004
Website: kebcpa.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI90.25%
Individuals7.32%
Corporations / Businesses1.82%
Pension & Profit Sharing Plans0.55%
Charitable Organizations0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

KEB Wealth Advisors is an independent, LLC-structured registered investment adviser that has been SEC-registered since 2004. The firm serves individual and family clients as well as institutional accounts, and its ownership is held by an individual. KEB positions itself as a capital allocator and provides financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, and the selection of other advisers. Its fee model combines a percentage-of-AUM approach with hourly charges for certain services. The firm is not identified as an active ESG investor. KEB Wealth Advisors received recognition as one of CNBC’s Top 100 Financial Advisory Firms in 2025, a reflection of market visibility rather than a description of its investment style. The adviser appears to lean on public funds and mutual funds as the backbone of client portfolios while also sourcing third-party alternative managers where appropriate.