Overview
Assets Under Management: $135 million
Headquarters: CAMP HILL, PA
High-Net-Worth Clients: 24
Average Client Assets: $4.9 million
Frequently Asked Questions
KELLER FINANCIAL GROUP 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 #328195), KELLER FINANCIAL GROUP is subject to fiduciary duty under federal law.
KELLER FINANCIAL GROUP is headquartered in CAMP HILL, PA.
KELLER FINANCIAL GROUP serves 24 high-net-worth clients according to their SEC filing dated April 30, 2026. View client details ↓
According to their SEC Form ADV, KELLER FINANCIAL GROUP offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
KELLER FINANCIAL GROUP manages $135 million in client assets according to their SEC filing dated April 30, 2026.
According to their SEC Form ADV, KELLER FINANCIAL GROUP serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 24
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.10%
Average Client Assets: $4.9 million
Total Client Accounts: 89
Discretionary Accounts: 73
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 328195
Filing ID: 2101312
Last Filing Date: 2026-04-30 07:56:37