Keating Investment Counselors Inc

RIASEC RegisteredEst. 1983

Total AUM

$383M

Discretionary

$378M

99% of AUM

Avg account

$1M

Accounts

366

Employees

Advisory reps

Firm details

Headquarters: Delray Beach, Florida
CRD number: 110134
Registered since: September 19, 1983
Website: keatinginvestment.com
Custodians: CHARLES SCHWAB & CO., INC., MORGAN STANLEY & CO. LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI64.29%
Investment Companies25.3%
Pension & Profit Sharing Plans5.01%
Individuals3.17%
Charitable Organizations2.19%
Services: Portfolio Management for IndividualsPortfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Keating Investment Counselors Inc. is a small, privately owned advisory firm registered with the SEC since 1983 that provides discretionary portfolio management for individuals, small businesses and investment companies. The firm charges clients on a percentage-of-assets basis and, in some engagements, on an hourly-fee basis. Keating’s public filings list portfolio management as its primary advisory activity; it does not identify itself as an active ESG investor and is not designated as a multistate adviser. The firm’s client mix includes both individual/family and institutional accounts, and its product mix blends liquid public market instruments with allocations to private-market and real-estate strategies. Keating appears to operate with a concentrated, relationship-driven business model rather than a mass-market brokerage or wirehouse distribution channel.