Keel Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Keel Asset Management, LLC is a fee‑only, single‑advisor registered investment adviser serving a small client base of roughly 25 clients and supervising about $3.1 million in assets that are managed by independent third‑party portfolio managers (as of December 31, 2017). The firm’s services center on identifying clients’ financial goals and recommending, onboarding and administering relationships with outside portfolio managers rather than directly executing day‑to‑day trading.
The principal aligns clients with portfolio managers whose investment strategies match the client’s objectives and risk tolerance, then monitors manager performance, suggests changes as market or personal circumstances dictate, and handles related administrative tasks. Keel operates as a fiduciary, emphasizes disciplined financial choices, and retains responsibility for manager selection and ongoing oversight while portfolio managers perform the investment implementation and billing.
Distinctive aspects include the firm’s limited client base and reliance exclusively on outside portfolio managers rather than offering direct individual portfolio management, and its stated practice of not typically serving non‑high‑net‑worth retail individuals—features that are less common among independents. The firm is a sole practitioner with professional CIMA credentialing, does not take custody of client assets, and documents a minimum opening investment (waivable), underscoring a focus on larger or institutional‑style accounts.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $2,500,000: 1.10% $2,500,001 - $5,000,000: 0.95% $5,000,001+: 0.80%
Account minimum: $100,000 (with possibility to waive or reduce) Fee-only: Fee-only registered investment advisor
Main office
Orlando FL
Advisors at this office
1
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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