KELLER FINANCIAL GROUP

Overview

Keller Financial Group is an independent, SEC-registered registered investment adviser that began registration in 2023 and is owned by an individual. The firm performs financial planning and portfolio management for individuals and small businesses, offers selection-of-other-advisers services, and provides pension consulting. It also lists accounting among its business activities, suggesting integrated tax or accounting capability alongside advisory work. Keller Financial Group serves both individual/family and institutional clients, charges fees on a percentage-of-AUM basis as well as hourly and fixed fees, and identifies itself as a capital allocator rather than a pure discretionary money manager. The firm does not describe itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives