KEEL WEALTH MANAGEMENT, LLC
· CRD 285682
SEC-registered investment adviser since 2016 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$470.0m
- Main clients (by assets)Companies 54%, High net worth individuals 33%, Individuals 13%
- Form ADV · 2026-05-05SEC adviser record
- Kindinstitutions
As an employer
- Staff (Form ADV)1 · 1 in investment roles