Keeler & Nadler Family Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dublin, OH. Its latest Form ADV filing, dated March 10, 2026, reports $610M in regulatory assets under management, 13 employees, and 2,043 accounts.
Assets Under Management
$610M
Employees
13
Offices
--
Total Clients
506
Primary office
DUBLIN, OH
565 METRO PLACE SOUTH, SUITE 280, DUBLIN, OH, United States
Top client segmentIndividuals represent 62.5% of total clients.
Top client categories% of clientsClients
1
Individuals
62.5%
316
2
HNWI
37.2%
188
3
Charitable
0.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$610Mas of March 10, 2026
Discretionary92.7%
$565M
93% of total RAUM92.7%
Non-discretionary7.3%
$45M
7% of total RAUM7.3%
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.
Total AUM$610M
Total Accounts2,043
10Y AUM Change+$440M (+259.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee39:1
10Y Employee Change+5 (+62.5%)
* 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.