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KEELER THOMAS MANAGEMENT LLC
CRD 109522 · SEC 801-100354
1327 SOUTH 800 EAST, OREM, UT, 84097, United States
Phone
801-226-0800
Fax
801-226-6152
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$305.5M
Discretionary AUM
$304.6M
Team
12 total employees; 7 advisory reps; 13 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers1) WEALTH MANAGEMENT 2) PORTFOLIO MONITORING AND REVIEW
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 76 | $49.8M |
| High net worth individuals | 56 | $253.0M |
States served
AZ, CA, CO, UT, TX
All web addresses on file
- HTTPS://WWW.KEELERTHOMAS.COM
- https://www.linkedin.com/company/keeler-thomas-management/?viewAsMember=true
- https://x.com/_KeelerThomas
- https://www.facebook.com/keelerthomas
- https://www.youtube.com/channel/UCmn2WhD0ce0UZZdjaX9wxyw
- https://www.instagram.com/keelerthomasmanagement/
- https://open.spotify.com/collection/your-episodes
Official SEC filing: View on IAPD