KEEL WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$470,000,000
Discretionary
$80,100,000
Non-discretionary
$389,900,000
Firm details
- CRD number
- 285682
- SEC file number
- 801-108599
- Employees
- 1
- SEC status
- Approved
- Website
- https://twitter.com/scottzodin
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.