KELLER INVESTMENT ADVISORS LLC

KELLER INVESTMENT ADVISORS LLC is an SEC-registered investment adviser (CRD 342523). Regulatory assets under management: $5.7M.

Registration

• CRD: 342523
• Type: Registered investment adviser
• Phone: 802-233-6275
• Latest filing: 2026-05-10
• Regulatory AUM: $5.7M
• Discretionary AUM: $400K
• Non-discretionary AUM: $5.3M
• Clients: 1
• Accounts: 3

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 342523 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search