A complete list of active advisors currently associated with Keaton Capital Management L.L.C.
Warmer can help you find a great advisor at Keaton Capital Management L.L.C. or one who fits your needs even better.
Keaton Capital Management L.L.C. provides ongoing portfolio management and advisory services to individuals, high‑net‑worth individuals, trusts, estates, corporations and pension plans. The firm develops individualized investment policy statements, constructs diversified portfolios using equities, ETFs, mutual funds, fixed‑income instruments and REITs, and delivers regular account monitoring and reporting. Investment decisions are informed by a mix of fundamental, technical and cyclical analysis, with an emphasis on diversification and risk analysis tailored to each client’s objectives and time horizon. Accounts are monitored on an ongoing basis, reviewed at least monthly with formal portfolio reviews and rebalancing conducted at least quarterly, and clients may engage the firm on discretionary or non‑discretionary terms and impose documented investment restrictions. A notable distinction is that the firm’s principal is also a registered representative of a broker‑dealer and can offer brokerage, insurance and banking products through that affiliation, for which commissions may be earned—a potential conflict of interest disclosed in the brochure. The firm also discloses that it does not participate in wrap fee programs, does not accept performance‑based fees, and maintains client assets at qualified custodians while providing periodic statements for client verification.
To learn more about the advisors currently working at Keaton Capital Management L.L.C., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Barrington, IL
| 37
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")