A complete list of active advisors currently associated with On Keel Capital

Warmer can help you find a great advisor at On Keel Capital or one who fits your needs even better.

On Keel Capital provides personalized, fee-only financial planning and investment advice to individuals, families, trusts, and charitable organizations, with client assets held at outside custodians and managed on a non‑discretionary basis under a limited power of attorney. The firm operates at a small scale — managing roughly $6.5 million and serving a very small number of advisory clients — and typically includes wealth planning as an integrated part of its advisory services. The firm’s investment approach is rooted in modern portfolio theory and long‑term, strategic asset allocation, emphasizing diversification, low turnover, tax-aware trading, and explicit incorporation of environmental, social, and governance (ESG) factors. Portfolios are tilted toward historically higher‑return “premia” (smaller, lower‑priced, profitable stocks) and are implemented through recommendations and written Investment Policy Statements, with quarterly reviews and trade execution requiring client authorization. What is distinctive about the firm compared with peers is its client mix and implementation model: it explicitly serves charitable organizations (an uncommon client type for independent advisors) and manages assets primarily on a non‑discretionary basis rather than via discretionary mandates. The firm’s principal also maintains a separate broker‑dealer registration and receives compensation from those activities, the firm does not custody client assets, does not aggregate trades, and does not vote client proxies.

To learn more about the advisors currently working at On Keel Capital, 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.