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KELLER INVESTMENT ADVISORS LLC

Advisory

Data as of May 10, 2026 · Source: SEC Form ADV

Average account

$2M

across 3 accounts

AUM per adviser

$6M

1 advisers

Source: SEC Form ADV. Figures as filed May 10, 2026.

Total AUM

$6M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$6M

Discretionary AUM$400K

Non-Discretionary AUM$5M

Discretionary %7%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWY

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

3 clients

1 high-net-worth

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

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Advisers of similar size in WY

Closest by assets under management. All figures from Form ADV.

WATER DOG ASSET MANAGEMENT LLC

$6M

+23.5% 1Y

EQUITY FINANCIAL MANAGEMENT

$5M

SCOTT INVESTMENT ADVISORS LIMITED PARTNERSHIP

JACKSON, WY

$5M

LEGACY WEALTH CAPITAL, LLC.

$7M

KENOBI WEALTH LLC

$7M

TETON WEALTH MANAGEMENT, INC.

$7M

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