On Keel Capital
Firm details
- Headquarters
- ,
- CRD number
- 311185
- Website
- onkeelcapital.com
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI56.14%
- Charitable Organizations43.86%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
On Keel Capital is an independent, LLC-structured registered investment adviser operating with an individual-owner model. The firm serves both individual and family clients and institutional clients, focusing its advisory work on financial planning and portfolio management for individuals and small businesses. Its fee arrangements combine a percentage-of-AUM component with hourly billing for certain services. The firm identifies as an active ESG investor and is not structured as a multi-state or related adviser; it does not act as a capital allocator or pension consultant.
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
- US Government Bonds44%
- Public Funds/Mutual Funds32%
- Exchange Traded Equities13%
- Cash & Cash Equivalents7%
- Non-Exchange Traded Equities4%
Contacts
1 of 1
Frederick Borden
FounderCRD 853425
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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