Keller Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Victoria, TX. Its latest Form ADV filing, dated March 15, 2026, reports $923M in regulatory assets under management, 10 employees, and 1,328 accounts.
Assets Under Management
$923M
Employees
10
Offices
--
Total Clients
556
Primary office
VICTORIA, TX
101 SOUTH MAIN ST. SUITE 300, VICTORIA, TX, United States
Top client segmentIndividuals represent 70.5% of total clients.
Top client categories% of clientsClients
1
Individuals
70.5%
392
2
HNWI
27.2%
151
3
Charitable
1.3%
7
4
Pension Plans
0.7%
4
5
Corporations
0.4%
2
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$923Mas of March 15, 2026
Discretionary98.1%
$905M
98% of total RAUM98.1%
Non-discretionary1.9%
$18M
2% of total RAUM1.9%
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$923M
Total Accounts1,328
10Y AUM Change+$603M (+188.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee56:1
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.