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Keating Investment Counselors Inc

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

Portfolio management Hourly consulting services

Expertise

Active portfolio management Tax-loss harvesting Concentrated stock management

Occupation focus

Founder/Business Owner Retired

Fee options

Percentage

$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%

Project-based

Typically $350 per hour for general consulting services

Other

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

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