KEELER THOMAS MANAGEMENT LLC

RIASEC RegisteredEst. 2015

Total AUM

$306M

Discretionary

$305M

100% of AUM

Avg account

$694K

Accounts

440

Employees

Advisory reps

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

FINTRX

Overview

Keeler Thomas Management LLC is an independent, SEC-registered investment adviser that began filing in 2015 and is organized as a limited liability company under individual ownership. The firm serves individuals and families and identifies itself as a capital allocator, offering a mix of fee structures including a percentage of assets under management, hourly fees, and fixed fees. Advisory services listed on its filings include comprehensive financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting services, and adviser selection. The firm also operates as an insurance broker and does not describe itself as an active ESG investor.