Keating Financial Advisory Services is an SEC registered investment adviser organized as a corporation with a primary office location in Manhattan, KS. Its latest Form ADV filing, dated March 31, 2026, reports $1.5B in regulatory assets under management, 65 employees, 8 offices, and 6,516 accounts.
Top client segmentIndividuals represent 90.0% of total clients.
Top client categories% of clientsClients
1
Individuals
90.0%
4,759
2
HNWI
4.4%
235
3
DAF AT SCHWAB AND RJ
1.8%
93
4
Corporations
1.6%
87
5
Pension Plans
1.5%
81
Categories with <5 clients
Banking or thrift institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.5Bas of March 31, 2026
Discretionary62.4%
$905M
62% of total RAUM62.4%
Non-discretionary37.6%
$545M
38% of total RAUM37.6%
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$1.5B
Total Accounts6,516
10Y AUM Change+$1.1B (+312.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees65
Clients per Employee81:1
10Y Employee Change+41 (+170.8%)
* 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.