AdFi
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Keating Investment Counselors Inc

SEC Registered

Simple Investment Solutions Since 1983

Delray Beach, FLhttps://keatinginvestment.com561-278-7862
Assets Under Management
$100M–$500M
Year Founded
1983
Employees
3
Office Locations
1 office
Total Accounts
366

About the firm

Keating Investment Counselors, Inc. is a privately owned investment management firm specializing in personalized investment guidance to individual investors and pension plans. Established by Jeff Keating in 1983 in Delray Beach, Florida, the firm manages roughly $383 million for over 150 clients and is known for honesty, integrity, highly personalized service, and a consistent, risk-averse investment style.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

High Net WorthInvestment Companies

Areas of expertise

Value InvestingInvestment ManagementEquityFixed IncomeDividend FocusLarge-capMid-capSmall-capTax-efficient InvestingFiduciaryFee-only+4 more

Services

Personalized investment management including customized investment policy preparation, personalized written client reviews, quarterly investment strategy outlining capital market outlook, and fee-only transparent pricing with no hidden sales charges or third-party commissions.

Who they serve

Individual investors and pension plans

Client segmentClientsAssets managed
Individuals (Non-HNW)65$12M
High Net Worth Individuals85$246M
Charitable Organizations2$19M
State/Municipal Entities3

Leadership

Richard Travis Keating
CHIEF COMPLIANCE OFFICER/PRESIDENT/PORTFOLIO MANAGER/INVESTMENT ANALYST
Ana Isabel Keating
SECRETARY/TREASURER/OFFICE MANAGER

Office locations

1 office in 1 state
FL
Delray BeachHQ

Advisors at this firm

2 advisors in the directory

Regulatory & compliance

CRD number
#110134
SEC Number
801-19820
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly

Data as of April 7, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keating Investment Counselors Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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