Keel Asset Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
30
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$0
About
Keel Asset Management, LLC is a fee‑only, single‑advisor registered investment adviser serving a small client base of roughly 25 clients and supervising about $3.1 million in assets that are managed by independent third‑party portfolio managers (as of December 31, 2017). The firm’s services center on identifying clients’ financial goals and recommending, onboarding and administering relationships with outside portfolio managers rather than directly executing day‑to‑day trading.
The principal aligns clients with portfolio managers whose investment strategies match the client’s objectives and risk tolerance, then monitors manager performance, suggests changes as market or personal circumstances dictate, and handles related administrative tasks. Keel operates as a fiduciary, emphasizes disciplined financial choices, and retains responsibility for manager selection and ongoing oversight while portfolio managers perform the investment implementation and billing.
Distinctive aspects include the firm’s limited client base and reliance exclusively on outside portfolio managers rather than offering direct individual portfolio management, and its stated practice of not typically serving non‑high‑net‑worth retail individuals—features that are less common among independents. The firm is a sole practitioner with professional CIMA credentialing, does not take custody of client assets, and documents a minimum opening investment (waivable), underscoring a focus on larger or institutional‑style accounts.
Client services
Selection of other advisers
Expertise
Wealth management
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.10% $2,500,001 - $5,000,000: 0.95% $5,000,001+: 0.80%
Account minimum: $100,000 (with possibility to waive or reduce) Fee-only: Fee-only registered investment advisor
Main office location
Keel Asset Management, LLC
Orlando FL, United States
Number of offices
1
Most active in
Keel Asset Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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.
Forms ADV
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