Keeler Thomas Management LLC

RIASEC RegisteredEst. 2015

Total AUM

$306M

Discretionary

$305M

100% of AUM

Avg account

$694K

Accounts

440

Employees

Advisory reps

Firm details

Headquarters: Orem, Utah
CRD number: 109522
Registered since: June 15, 2015
Website: keelerthomas.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.8%
Individuals16.31%
Corporations / Businesses0.51%
Charitable Organizations0.37%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Keeler Thomas Management LLC is an independent, SEC-registered Registered Investment Adviser formed in 2015 and structured as a limited liability company owned by an individual. The firm services primarily individual and family clients and positions itself as a capital allocator that blends portfolio management with financial planning. Its fee model includes AUM-based fees supplemented by hourly and fixed-fee arrangements, and it also operates as an insurance broker. Advisory services extend across household and small-business portfolio management, portfolio management for businesses or institutions, pension consulting, financial planning and the selection of other advisers. The firm is not registered as an active ESG investor and is not a multi-state adviser according to the source data.