RIA Intel›Advisers›North Carolina›KEEL & LONG FINANCIAL MANAGEMENT, LLC

KEEL & LONG FINANCIAL MANAGEMENT, LLC

Advisory

GREENVILLE, NC

Data as of Mar 24, 2026 · Source: SEC Form ADV

Rank in NC

#451

of 516 advisers by AUM

Average account

$466K

across 161 accounts

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients161

Team

Total Employees2

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

161 clients

22 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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