Keith Kelvin Anderson
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,000,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
28
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
28
Average account size
$1,964,286
About
The firm provides investment advisory and portfolio management to individuals as well as to pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. It manages roughly $55 million of assets on a primarily non‑discretionary basis for a limited number of clients, delivering periodic account reviews and written recommendations tailored to each client's objectives.
The investment approach combines long‑term asset allocation with both fundamental and technical analysis, drawing on historical market data, Nobel Prize‑informed economic research, and studies of investor behavior to structure portfolios. Recommendations are presented to clients for approval and implemented only after client authorization; a limited power of attorney is used solely to execute trades in accordance with written instructions.
Compared with many peers, the firm’s client mix includes institutional and charitable accounts—an uncommon exposure for independent advisors of this size—and it relies on a third‑party administrator for account administration, portfolio allocation analysis, and non‑discretionary implementation support. That administrator relationship also provides access to a family of asset‑class mutual funds and educational resources, while the firm retains client‑directed control over investment decisions.
Client services
Portfolio management
Expertise
Passive / index investing
Fee options
$0 - $250,000: 1.65% annually $250,000 - $500,000: 1.15% annually $500,000 - $1,000,000: 0.75% annually $1,000,000 - $2,000,000: 0.50% annually $2,000,000+: 0.35% annually
$150 per hour, negotiable
Main office location
Keith Kelvin Anderson
Santa Fe NM, United States
Number of offices
1
Most active in
Keith Kelvin Anderson has reported serving >5 clients in these states in the last 12 months.
New Mexico
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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