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Firm profile

Keb Wealth Advisors

SPRINGFIELD, ILCRD 117935Latest ADV January 29, 2026

Keb Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Springfield, IL. Its latest Form ADV filing, dated January 29, 2026, reports $1.3B in regulatory assets under management, 17 employees, 1 office, and 2,381 accounts.

Assets Under Management
$1.3B
Employees
17
Offices
1 office
Total Clients
696
Primary office
SPRINGFIELD, IL
3200 ROBBINS ROAD, SUITE 200A, SPRINGFIELD, IL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJustin P. Mason

Advisory services offered

5 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentHNWI represent 49.4% of total clients.
Top client categories% of clientsClients
1
HNWI
49.4%
344
2
Individuals
45.7%
318
3
Pension Plans
3.0%
21
4
Corporations
1.6%
11
5
Charitable
0.3%
2
Categories with <5 clients
Charitable Organizations<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.3Bas of January 29, 2026
Discretionary94.1%
$1.2B
94% of total RAUM94.1%
Non-discretionary5.9%
$75M
6% of total RAUM5.9%
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.

Total AUM$1.3B
Total Accounts2,381
10Y AUM Change+$792M (+164.2%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees17
Clients per Employee41:1
10Y Employee Change+5 (+41.7%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.