St. Louis, MO One Memorial Drive Office

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KEB Wealth Advisors

Team

Firm-wide stats for KEB Wealth Advisors

Total advisors

14

Across 3 offices

Clients per advisor

47 Typical

Avg AUM per client

$1,878,329 High

HNW client ratio

52% High

About

KEB Wealth Advisors is a multi-advisor investment advisory firm that manages roughly $1.27 billion for about 662 clients with a 13-advisor team. It provides investment management, financial planning, and employee benefit/retirement plan services to individuals (including high-net-worth clients), trusts, corporations, not-for-profits and retirement plans.

The firm follows an evidence-based, long-term approach grounded in Modern Portfolio Theory, using written investment policy statements, Monte Carlo analysis, and generally low‑turnover allocations implemented with no‑load mutual funds, ETFs, DFA strategies, and conservative fixed-income managed accounts. KEB also uses third‑party managers in practice—primarily Focus Partners AdvisorSolutions as a TPMM and, in certain circumstances, AQR as an independent manager—and may employ less-liquid vehicles such as interval funds when suitable for a client’s objectives and liquidity profile.

A distinctive feature is KEB’s ownership and control relationship with Kerber, Eck & Braeckel LLP, an affiliated accounting firm whose partners are also members of KEB; the firms refer clients to one another and accounting personnel may receive compensation for referrals, a relationship KEB discloses and treats as separate, distinct services. The affiliation leads to closer coordination on tax, estate and business-sale planning and the firm’s retirement-plan work often integrates outsourced 3(38) fiduciary providers, reflecting a level of cross-disciplinary service coordination that is less common among peers.

Based on KEB Wealth Advisors

Expertise

Wealth management Passive / index investing Tax-loss harvesting General estate planning guidance College savings (529s, UTMA, etc.)

Based on KEB Wealth Advisors

Location

One Memorial Drive, Suite 950

St. Louis MO 63102

Advisors at this office

1

View complete list of advisors at this office
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