Keaton Capital Management L.L.C.
Firm details
- Headquarters
- ,
- CRD number
- 159027
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Keaton Capital Management L.L.C. operates as a limited liability company focusing on portfolio management for individual and family clients. The firm is structured as a domestic entity and functions as a registered representative of a broker-dealer, while also serving as an insurance broker. Keaton Capital Management does not classify itself under a specific category, reflecting a flexible approach to investment management. The firm does not engage in capital allocation or act as a pension consultant, and it does not actively pursue ESG investment strategies.
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
- Non-Exchange Traded Equities45%
- Exchange Traded Equities30%
- Cash & Cash Equivalents15%
- US Government Bonds5%
- Derivatives3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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