Keeler & Nadler Family Wealth

RIASEC RegisteredEst. 2014

Total AUM

$610M

Discretionary

$565M

93% of AUM

Avg account

$299K

Accounts

2,043

Employees

Advisory reps

Firm details

Headquarters: Dublin, Ohio
CRD number: 173079
Registered since: October 14, 2014
Website: www.keelernadler.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI84.72%
Individuals15.06%
Charitable Organizations0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Keeler & Nadler Family Wealth is an independent, SEC-registered wealth advisory firm organized as an LLC and operating since 2014. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that blends in-house portfolio management with selection of outside managers. Fee arrangements are flexible and include assets-under-management fees, hourly charges, fixed fees and other structures. Advisory services reported on regulatory filings cover comprehensive financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services and the selection of other advisers. The firm does not characterize itself as an active ESG investor and is registered as a single-state adviser.