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
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.
Latest 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%)
* 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.