Keeler Thomas Management LLC
Firm details
- Headquarters
- Orem, Utah
- CRD number
- 109522
- Registered since
- June 15, 2015
- Website
- keelerthomas.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.8%
- Individuals16.31%
- Corporations / Businesses0.51%
- Charitable Organizations0.37%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Keeler Thomas Management LLC is an independent, individually owned RIA that registered with the SEC in 2015. The firm describes itself as a capital allocator serving primarily individual and family clients and offers a mix of advisory services including financial planning, portfolio management for individuals and small businesses, pension consulting support and selection of other advisers. It also operates as an insurance broker and charges fees by percentage of AUM as well as hourly and fixed-fee arrangements. The firm is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Equities45%
- Public Funds/Mutual Funds34%
- Cash & Cash Equivalents13%
- Private Funds4%
- US Government Bonds3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 80Active vs passive
$136M in ETFs
73%
$99.5M
17%
$36.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND (FDL) | First Trust | Passive | Large Value | $11.6M | 235,730 | 8.51% |
Location
Orem, UT
Utah
Location
Orem, UT
Headquartered in Orem, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- Utah
- Address
- 1327 S 800 E
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Blue Barn Wealth
RIAOrem, UT
The Professional Financial Company LLC
RIAOrem, UT
Squire Wealth Advisors
RIAOrem, UT
Peterson Wealth Advisors, LLC
RIAOrem, UT
Exponent Wealth LLC
RIAOrem, UT
Sandlot Partners, LLC
RIAOrem, UT