Keeler & Nadler Family Wealth

RIASEC Registered

Total AUM

$610M

Discretionary

$565M

93% of AUM

Avg account

$299K

Accounts

2,043

Employees

Advisory reps

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

FINTRX

Overview

Keeler & Nadler Family Wealth LLC is an independent registered investment adviser that has been SEC-registered since 2014. The firm acts as a capital allocator for high-net-worth individuals, families and select institutional clients, offering comprehensive services that include financial planning, portfolio management for individuals and small businesses as well as for institutions, pension consulting and the selection of outside advisers. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed-fee engagements alongside other arrangements. The adviser notes an industry affiliation with a law firm and does not position itself as an active ESG investor.