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 fee‑only financial planning, wealth‑planning and investment advisory services to individuals, families, trusts and charitable organizations. The firm reports roughly $7.3 million in assets under management for a small number of client relationships, and client assets are held by outside custodians rather than the firm. The firm’s investment approach is evidence‑based and centered on strategic asset allocation, diversification, low turnover, tax awareness, and the use of low‑cost institutional funds; ESG factors are explicitly incorporated and portfolios may be tilted toward higher‑risk, higher‑return equity premiums (e.g., small, lower‑priced, profitable companies). Accounts are primarily managed on a non‑discretionary basis under a limited power of attorney, with an Investment Policy Statement for each client, quarterly reviews, and client authorization required for individual trades. Noteworthy differences from many peers include the firm’s reliance on non‑discretionary management and its explicit work with charitable organizations, both of which are comparatively uncommon among independent advisors. The firm also discloses that its principal maintains a registered‑representative relationship with a broker‑dealer and receives compensation in that capacity, a fact clients may weigh alongside the firm’s fee‑only advisory model; the firm does not aggregate client 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.