A complete list of active advisors currently associated with Keel Asset Management, LLC

Warmer can help you find a great advisor at Keel Asset Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Keel Asset Management, LLC, 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.