Overview
Assets Under Management: $1.1 billion
Headquarters: SPRINGFIELD, IL
High-Net-Worth Clients: 288
Average Client Assets: $3 million
Frequently Asked Questions
KEB ASSET MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #117935), KEB ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KEB ASSET MANAGEMENT, LLC is headquartered in SPRINGFIELD, IL.
KEB ASSET MANAGEMENT, LLC serves 288 high-net-worth clients according to their SEC filing dated January 30, 2025. View client details ↓
According to their SEC Form ADV, KEB ASSET MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
KEB ASSET MANAGEMENT, LLC manages $1.1 billion in client assets according to their SEC filing dated January 30, 2025.
According to their SEC Form ADV, KEB ASSET MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 288
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 85.53
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 2,168
Discretionary Accounts: 2,125
Non-Discretionary Accounts: 43
Regulatory Filings
CRD Number: 117935
Last Filing Date: 2025-01-30 00:00:00
Website: https://kebcpa.com