KEELER THOMAS MANAGEMENT LLC
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About the firm
Keeler Thomas Management has been dedicated to helping people make sense of their opportunities and prepare for each stage of their financial life for over 40 years. The firm offers financial planning, investment management, and family legacy pathway services, with a focus on meaningful prosperity, retirement transition, and multi-generational wealth continuity.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, KTM Family Legacy Pathways, and 401(k) advisory services.
Who they serve
Families, individuals, business owners, and foundations, including Baby Boomers entering retirement and high net worth clients.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 76 | $50M |
| High Net Worth Individuals | 56 | $253M |
13 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500K | 1.65% |
| $500K - $1MM | 1.38% |
| $1MM - $2MM | 1.10% |
| $2MM - $5MM | 0.94% |
| $5MM+ | — |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KEELER THOMAS MANAGEMENT LLC 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.
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