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KEB Wealth Advisors

Springfield, ILSEC-registered investment adviserCRD 117935

Filed as KEB WEALTH ADVISORS · Legal name KEB Asset Management, LLC

KEB Wealth Advisors is an SEC-registered investment advisory firm in Springfield, IL, registered since 2004, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated January 29, 2026.

22 years
registered since 2004
$1,274,488,757
assets under management
2 arrangements
Percentage of assets, Hourly
None
disclosure items (Item 11)

Quick answers

From the filing

How is KEB Wealth Advisors compensated?

On its Form ADV (Item 5.E, October 2026), KEB Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges.

Where is KEB Wealth Advisors located?

KEB Wealth Advisors' principal office is in Springfield, IL, according to its Form ADV; the February 2026 filing also lists 1 other office (Schedule D, Section 1.F).

Is KEB Wealth Advisors registered with the SEC or a state?

KEB Wealth Advisors is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 117935.

How much does KEB Wealth Advisors manage?

KEB Wealth Advisors reports $1,274,488,757 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (94% discretionary).

How have KEB Wealth Advisors' assets and staff changed since 2021?

In the Form ADV data for KEB Wealth Advisors: Regulatory assets under management: $721,956,296 in the October 2021 data and $1,274,488,757 in the October 2026 data, up 77%. Total employees: 15 in October 2021 and 17 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does KEB Wealth Advisors serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (344); individuals (other than high net worth individuals) (318); pension and profit sharing plans (but not the plan participants or government pension plans) (21).

Which custodians does KEB Wealth Advisors use?

KEB Wealth Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

Does KEB Wealth Advisors report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/117935

What changed in KEB Wealth Advisors' recent Form ADV filings?

In the February 2026 filing data: Regulatory assets under management went from $1,058,282,823 to $1,274,488,757 (+20%).

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Hourly charges

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated January 29, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$1,274,488,757

$1,274,488,757 as of October 2026, filing dated January 29, 2026.

Discretionary: $1,199,872,013.Non-discretionary: $74,616,744.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Individuals (other than high net worth individuals)
Clients 318 Assets $93,286,362 (7%)
High net worth individuals
Clients 344 Assets $1,150,167,157 (90%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 21 Assets $7,054,492 (1%)
Charitable organizations
Clients 2 Assets $772,959 (0%)
Corporations or other businesses not listed above
Clients 11 Assets $23,207,787 (2%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Legal name
KEB Asset Management, LLC
Also doing business as
KEB WEALTH ADVISORS
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2004 (22 years)
Employees
Total: 17. Performing investment advisory functions: 13.
Wrap fee program participation
No.
Custodians (Schedule D, Section 5.K(3))

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)
1 other office, as of the February 2026 filing
Fenton, MO
States registered or notice-filed
16 states or jurisdictions
AZCAFLILINKSLAMIMNMONCNEPRSCTXWI

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
$722M 2021 $842M 2022 $799M 2023 $933M 2024 $1.06B 2025 $1.27B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,274,488,75717January 29, 2026
October 2025$1,058,282,82317January 30, 2025
October 2024$933,424,22015March 1, 2024
October 2023$799,315,82616August 23, 2023
October 2022$842,348,79816March 4, 2022
October 2021$721,956,29615August 9, 2021

Regulatory assets under management: $721,956,296 in the October 2021 data and $1,274,488,757 in the October 2026 data, up 77%.

Total employees: 15 in October 2021 and 17 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months
  1. February 2026
    • Regulatory assets under management went from $1,058,282,823 to $1,274,488,757 (+20%).
  2. December 2025
    • Registered or notice-filed in CA, NE, WI.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
kebcpa.com/services/wealth-management

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. KEB Wealth Advisors (CRD 117935): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/keb-wealth-advisors-springfield-il-117935