Keidan Financial Consultants LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 12, 2026, reports $575M in regulatory assets under management, 3 employees, and 547 accounts.
Assets Under Management
$575M
Employees
3
Offices
--
Total Clients
184
Primary office
COLUMBUS, OH
400 SOUTH 5TH STREET, SUITE 100, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 82.6% of total clients.
Top client categories% of clientsClients
1
HNWI
82.6%
152
2
Individuals
17.4%
32
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$575Mas of March 12, 2026
Discretionary94.6%
$544M
95% of total RAUM94.6%
Non-discretionary5.4%
$31M
5% of total RAUM5.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$575M
Total Accounts547
10Y AUM Change+$315M (+121.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee61:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.