Keller Investment Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Keller Investment Advisors LLC is a registered investment adviser that provides specialized wealth management for complex family enterprises, high-net-worth individuals, non-profits, and individual clients. Services described in the brochure include portfolio management, proactive tax management, and broad-based financial planning, with related business and financial planning services available through an affiliated firm.
The firm describes a diversified investment approach across equity, debt, and alternative asset classes and cites experience with long-short equity and tax-aware strategies; advice and allocations are tailored to each client's objectives, time horizon, and suitability factors. Keller offers both discretionary and non‑discretionary arrangements — as of May 8, 2026 it reports $5.4 million in discretionary assets and $300,000 in non‑discretionary assets — and includes financial planning as a component of its services.
What is distinctive for a small, newly formed SEC‑registered adviser is its combination of individualized financial planning and portfolio management for both non‑HNW and high‑net‑worth clients, its stated use of alternative and tax-aware strategies, and its limited client base (three clients reported). The firm also does not act as a private fund adviser and describes controls around limited custody and disbursement authorizations with custodians.
Client services
Expertise
Fee options
$0+: 0.60% annually (Discretionary portfolios) $0+: 0.48% annually (Non-discretionary portfolios)
Main office
Jackson WY
Advisors at this office
1
Most active in
Wyoming
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")