KEATING INVESTMENT COUNSELORS INC
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
FINTRXOverview
Keating Investment Counselors Inc. is an SEC-registered investment adviser (registration year 1983) organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional accounts, concentrating its advisory work on portfolio management for individuals/small businesses and for investment companies. Compensation is primarily percentage-of-AUM based with the availability of hourly billing for certain work. The firm is not identified as an active ESG investor and is not flagged as a pension consultant.
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 Equities51%
- Public Funds/Mutual Funds26%
- US Government Bonds22%
- Cash & Cash Equivalents1%
Contacts
3 of 3PABLO CAVANAGH
Portfolio ManagerCRD 6445920
ANA KEATING
Operations ManagerCRD 7633780
RICHARD KEATING
PresidentCRD 5384932
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$225M in ETFs
51%
$114M
49%
$111M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| KEATING ACTIVE ETF (KEAT) | Active | Large Value | $111M | 3,242,455 | 49.27% |
Location
DELRAY BEACH, FL
PALM BEACH
Location
DELRAY BEACH, FL
Headquartered in DELRAY BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- PALM BEACH
- Address
- 101 SE 6th Ave
- Time zone
- ET (UTC-5)
- Office locations
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