RIA Intel›Advisers›Kentucky›KEEPSAKE MANAGEMENT INC.

KEEPSAKE MANAGEMENT INC.

Advisory

KY

Data as of Mar 28, 2026 · Source: SEC Form ADV

Average account

$321K

across 74 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 28, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$21M

Non-Discretionary AUM$3M

Discretionary %88%

Total Clients63

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InKY

Succession Risk

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

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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

63 clients

11 high-net-worth

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

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