A complete list of active advisors currently associated with Keller Investment Advisors LLC

Warmer can help you find a great advisor at Keller Investment Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Keller Investment Advisors 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.

Name	Location	Years of experience
James Keller Jr.	Jackson, WY	4

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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.

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