David Keller
Advisor at Covered Call LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
David Keller is the sole advisor at Covered Call LLC in Silverthorne, Colorado, holding a Series 65 designation with 11 years of industry experience. He has managed Covered Call LLC since 2014. Keller’s prior professional experience includes work in Japan and Hong Kong. Covered Call LLC provides discretionary portfolio management primarily for individual investors, using a range of options-based strategies alongside fixed income and diversified mutual funds and ETFs. The firm is notable for its active use of derivatives in separately managed accounts and serves a significant non-U.S. client base with tailored investment approaches.
Fee options
$0 - $500,000: 0.8% annually $500,001 - $5,000,000: 0.6% annually $5,000,001+: 0.4% annually
Account minimum: $25,000 Minimum fee: $125 minimum quarterly basic fee Fee-only: Investment advisory fees based on percentage of assets under management; fees payable quarterly in arrears; 5% discount if payment sent within 7 days of invoice
Location
Silverthorne, CO
Most active in
David K has reported serving >5 clients in these states in the last 12 months.
Colorado
Work history
Covered Call, LLC
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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