Keating Investment Counselors Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$383,083,364
Total clients
150
57% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
75
Average account size
$2,553,889
About
Keating Investment Counselors is an SEC-registered adviser managing roughly $383 million for about 150 clients, primarily individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, and pension/profit‑sharing plans. The firm offers discretionary and non‑discretionary portfolio management as well as advisory consulting and serves as sub‑adviser to the Keating Active ETF.
The adviser follows a “growth‑at‑a‑reasonable‑price” philosophy, combining fundamental analysis with charting techniques to construct primarily long‑term equity‑oriented portfolios while using shorter‑term trades when opportunities arise. It treats cash as an asset class, performs ongoing supervision and rebalancing, and may include ETFs and mutual funds—explicitly including allocations to the Keating Active ETF in separately managed accounts, with the ETF excluded from client billing when held to mitigate a conflict of interest.
Noteworthy features relative to peers include its active role managing and marketing an ETF and its willingness to manage investment company clients, arrangements that are uncommon among similarly sized supported firms. The brochure discloses a resolved 2017 state registration matter and describes affiliations and referral relationships with another registered adviser and a former promoter, which the firm says it manages through written policies and oversight.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,500,000: 1.25% $1,500,000 - $3,000,000: 1.00% $3,000,000 - $5,000,000: 0.75% $5,000,000+: 0.60%
Typically $350 per hour for general consulting services
Account minimum: $1,000,000 Minimum fee: Minimum quarterly fee of $500 Fee-only: Annualized fee as percentage of assets under management with tiered rates; hourly consulting services at $350/hour
Main office location
Keating Investment Counselors Inc
101 Se 6 Th Ave, Suite G
Delray Beach FL 33483, United States
Number of offices
2
Most active in
California · Colorado · Florida · Illinois · Louisiana · Nebraska · New Hampshire · New York · North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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