Keel Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$235,000,000
This total excludes 8 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
25
60% high-net worth
Advisors
1
of 1 employees
Firm type
Team
4-10 advisors or $500M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
25
Very LowAverage account size
$9,400,000
About
Keel Wealth Management, LLC provides investment advisory services to individual and high‑net‑worth clients, delivering portfolio management alongside fixed‑income consulting and analysis. The firm states it monitors economic and market developments and manages client accounts on a discretionary basis.
Keel charges asset‑based management fees that are billed monthly in advance and passes through certain clearing‑firm charges; it offers fixed‑income consulting for bond portfolios up to $250 million with negotiable arrangements for larger portfolios. The brochure indicates the firm does not offer proprietary products, does not receive third‑party payments or revenue sharing, and does not engage in principal trading.
What is distinctive is the firm’s scale relative to its staffing: a single adviser oversees roughly $557 million in assets for about 25 clients, producing an unusually high AUM‑per‑advisor concentration. The offering is focused and narrowly scoped—portfolio management plus fixed‑income work—with explicit disclosures about conflicts of interest and no reported disciplinary history.
Client services
Portfolio management
Fixed income consulting
Fee options
Fixed-income consulting and analysis services fees for bond portfolios up to $250,000,000; specific fees not stated
$0 - $250,000,000: Negotiable annual percentage rate, billed monthly in advance $250,000,000+: Fees negotiable at firm's discretion
Main office location
Keel Wealth Management, LLC
Austin TX, United States
Number of offices
1
Most active in
Keel Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
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.
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