Keel & Long Financial Management, LLC

Overview

Keel & Long Financial Management, LLC is an independent, state-level registered advisory firm that serves individuals and families with financial planning and portfolio management tailored to smaller household and business accounts. The firm operates on a mix of fee models—percentage of AUM, hourly, and fixed fees—allowing it to adapt billing to client needs and engagement scope. Investment activity tilts strongly toward equity exposure, with a pronounced emphasis on non-exchange traded equities and discretionary management. The adviser does not position itself as an ESG-focused allocator and is not listed as a multi-state adviser or a pension consultant. Portfolio construction appears to blend client-specific equity holdings and pooled products: mutual funds and annuities are used for core and income-oriented sleeves, while non-exchange traded equity positions form the largest share of invested assets. Services target individuals, families and small businesses; the firm provides both planning and ongoing portfolio implementation rather than large-scale institutional manager allocation.

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Investments & Alternatives

Location & Offices