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 formed as a corporation and registered with the SEC in 2022. The firm is individually owned and serves both individual/family and institutional clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Core advisory offerings listed by the firm include comprehensive financial planning, pension consulting and educational seminars/workshops. The firm does not identify as an active ESG investor and is not structured as a capital allocator.
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 1JONATHAN LARSEN
Chief Compliance OfficerCRD 4934009
Contacts
3 of 29Dinah Bird-Westerfield
Director of Financial PlanningCRD 2131274
MARK WEDDLE
Senior Vice PresidentCRD 2799835
Nathan Matlack
Associate Financial AdvisorCRD 8213870
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 677Active vs passive
$393M in ETFs
46%
$182M
51%
$211M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $41.9M | 928,859 | 10.66% |
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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