Keeler Thomas Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Orem, UT. Its latest Form ADV filing, dated March 20, 2026, reports $306M in regulatory assets under management, 12 employees, 1 office, and 440 accounts.
Top client segmentIndividuals represent 57.6% of total clients.
Top client categories% of clientsClients
1
Individuals
57.6%
76
2
HNWI
42.4%
56
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$306Mas of March 20, 2026
Discretionary99.7%
$305M
100% of total RAUM99.7%
Non-discretionary0.3%
$855K
0% of total RAUM0.3%
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$306M
Total Accounts440
10Y AUM Change+$185M (+154.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee11:1
10Y Employee Change-1 (-7.7%)
* 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.