Keeler & Nadler Family Wealth
Firm details
- Headquarters
- Dublin, Ohio
- CRD number
- 173079
- Registered since
- October 14, 2014
- Website
- www.keelernadler.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI84.72%
- Individuals15.06%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Keeler & Nadler Family Wealth is an independent registered investment adviser organized as an LLC and operating as a capital allocator for both high-net-worth individuals and institutional clients. The firm offers comprehensive advisory services including financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of third‑party advisers. Its fee offerings include percentage-of-AUM arrangements as well as hourly and fixed fees. Keeler & Nadler does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents7%
- Exchange Traded Equities6%
Contacts
3 of 8
William Root
Investment Advisor RepresentativeCRD 3133207
Michael Klubnik
Associate AdvisorCRD 7959488
Jacob Martin
Investment Advisor RepresentativeCRD 6795940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 64Active vs passive
$380M in ETFs
66%
$250M
17%
$130M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF (FNDF) | Schwab | Passive | Foreign Large Value | $29.9M | 566,686 | 7.87% |
Location
Dublin, OH
Franklin
Location
Dublin, OH
Headquartered in Dublin, OH, anchoring the Columbus-Marion-Zanesville, OH metro in the Midwest.
- Metro area
- Columbus-Marion-Zanesville, OH
- Region
- Midwest
- County
- Franklin
- Address
- 565 Metro Pl S
- Time zone
- ET (UTC-5)
- Office locations
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