Keating Financial Advisory Services
Firm details
- Headquarters
- Manhattan, Kansas
- CRD number
- 142772
- Registered since
- October 21, 2022
- Website
- keatinginc.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals51.11%
- HNWI37.43%
- Corporations / Businesses8.58%
- Pension & Profit Sharing Plans1.55%
- Charitable Organizations0.99%
- Services
- Financial PlanningPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Keating Financial Advisory Services is an independent registered investment adviser that began SEC registration in 2022 and is owned by an individual principal. The firm serves both individual and family clients as well as institutional clients, offering fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Its core advisory services emphasize financial planning, pension consulting and client education through seminars and workshops. Keating is not positioned as a capital allocator and does not identify as an active ESG investor. The firm lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities54%
- Public Funds/Mutual Funds24%
- Cash & Cash Equivalents10%
- Derivatives8%
- State & Local Bonds1%
Owners & executives
1 of 1
Jonathan Larsen
Chief Compliance OfficerCRD 4934009
Contacts
3 of 30
Dinah Bird-Westerfield
Director of Financial PlanningCRD 2131274
Mark Weddle
Senior Vice PresidentCRD 2799835
Micah Graney
AdvisorCRD 8310282
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 678Active vs passive
$506M in ETFs
48%
$241M
50%
$265M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $55.2M | 1,068,781 | 10.91% |
Location
Manhattan, KS
Riley
Location
Manhattan, KS
Headquartered in Manhattan, KS, in the Midwest of the United States.
- Region
- Midwest
- County
- Riley
- Address
- 1011 Poyntz Ave
- Time zone
- CT (UTC-6)
- Office locations
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