Keel Wealth Management, LLC

Keel Wealth Management provides portfolio management and specialized fixed‑income consulting to high‑net‑worth individuals, charitable organizations, corporations, and small to intermediate banks and thrifts. The firm requires a minimum account opening balance of $500,000 and serves a concentrated client roster (23 clients).

The firm combines fundamental and technical analysis in its work and offers both discretionary portfolio management and non‑discretionary consulting; for fixed‑income engagements it performs price discovery, credit and market analysis, liquidity and interest‑rate shock analysis and delivers written recommendations while leaving execution decisions to clients. Ongoing consulting can include review of third‑party bids and accounting/performance solutions rather than active trade placement on the client’s behalf.

Keel operates as a single registered investment adviser representative managing approximately $470 million in regulatory AUM, an unusually high AUM per advisor and per client compared with peers. A notable feature of its business is that the bulk of reported assets—roughly $390 million—are non‑discretionary, reflecting the firm’s emphasis on consultative relationships with financial institutions and a concentrated client base.