Keith Kelvin Anderson
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$53,000,000
Clients
28
Advisors
1
of 1 employees
About
The firm provides investment advisory and portfolio management to individuals as well as to pension and profit‑sharing plans, trusts, estates, charitable organizations, and business entities. It manages roughly $55 million of assets on a primarily non‑discretionary basis for a limited number of clients, delivering periodic account reviews and written recommendations tailored to each client's objectives.
The investment approach combines long‑term asset allocation with both fundamental and technical analysis, drawing on historical market data, Nobel Prize‑informed economic research, and studies of investor behavior to structure portfolios. Recommendations are presented to clients for approval and implemented only after client authorization; a limited power of attorney is used solely to execute trades in accordance with written instructions.
Compared with many peers, the firm’s client mix includes institutional and charitable accounts—an uncommon exposure for independent advisors of this size—and it relies on a third‑party administrator for account administration, portfolio allocation analysis, and non‑discretionary implementation support. That administrator relationship also provides access to a family of asset‑class mutual funds and educational resources, while the firm retains client‑directed control over investment decisions.
Client services
Expertise
Fee options
$0 - $250,000: 1.65% annually $250,000 - $500,000: 1.15% annually $500,000 - $1,000,000: 0.75% annually $1,000,000 - $2,000,000: 0.50% annually $2,000,000+: 0.35% annually
$150 per hour, negotiable
Main office
Santa Fe NM
Advisors at this office
1
Most active in
New Mexico
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
They sell insurance products and may earn commissions on those sales.
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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.
Forms ADV
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