KEELER & NADLER FAMILY WEALTH
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
FINTRXOverview
Keeler & Nadler Family Wealth is an independent, SEC-registered advisory firm organized as an LLC that positions itself as a capital allocator for both individual/family clients and institutional relationships. The firm offers a mix of financial planning and discretionary portfolio management services for individuals, small businesses and institutional clients, and it also facilitates the selection of other advisers. Fee arrangements reported include asset-based fees alongside hourly and fixed-fee engagements. Keeler & Nadler does not characterize itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents7%
- Exchange Traded Equities6%
Contacts
3 of 8WILLIAM ROOT
Investment Advisor RepresentativeCRD 3133207
Michael Klubnik
Associate AdvisorCRD 7959488
Jacob Martin
Investment Advisor RepresentativeCRD 6795940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 62Active vs passive
$312M in ETFs
69%
$214M
15%
$97.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $27.1M | 554,239 | 8.70% |
Location
DUBLIN, OH
FRANKLIN
Location
DUBLIN, OH
Headquartered in DUBLIN, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- FRANKLIN
- Address
- 565 Metro Pl S
- Time zone
- ET (UTC-5)
- Office locations
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