{
  "crd_number": 117935,
  "slug": "keb-wealth-advisors-springfield-il-117935",
  "primary_business_name": "KEB WEALTH ADVISORS",
  "legal_name": "KEB ASSET MANAGEMENT, LLC",
  "dbas": [
    "KEB WEALTH ADVISORS"
  ],
  "city": "Springfield",
  "state": "IL",
  "country": "United States",
  "cbsa_code": "44100",
  "metro": {
    "cbsa_code": "44100",
    "common_name": "Springfield",
    "msa_name": "Springfield, IL",
    "path": "/advisors/il/springfield"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-04-07",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-01-29",
  "carried_forward": false,
  "raum_total": 1274488757.0,
  "raum_discretionary": 1199872013.0,
  "raum_non_discretionary": 74616744.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 17,
  "advisory_employees": 13,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 772959.0,
      "count": 2,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 93286362.0,
      "count": 318
    },
    "pension_profit_sharing": {
      "raum": 7054492.0,
      "count": 21
    },
    "high_net_worth_individuals": {
      "raum": 1150167157.0,
      "count": 344
    },
    "corporations_other_businesses": {
      "raum": 23207787.0,
      "count": 11
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "FL",
    "IL",
    "IN",
    "KS",
    "LA",
    "MI",
    "MN",
    "MO",
    "NC",
    "NE",
    "PR",
    "SC",
    "TX",
    "WI"
  ],
  "websites": [
    "https://kebcpa.com/services/wealth-management",
    "https://linkedin.com/company/keb-asset-management-llc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117935",
  "city_as_filed": "SPRINGFIELD",
  "url": "https://advisorcensus.com/firm/keb-wealth-advisors-springfield-il-117935",
  "display_name": "KEB Wealth Advisors",
  "summary": "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.",
  "citation": "AdvisorCensus. KEB Wealth Advisors (CRD 117935): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "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)"
  ],
  "quick_answers": [
    {
      "q": "How is KEB Wealth Advisors compensated?",
      "a": "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."
    },
    {
      "q": "Where is KEB Wealth Advisors located?",
      "a": "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)."
    },
    {
      "q": "Is KEB Wealth Advisors registered with the SEC or a state?",
      "a": "KEB Wealth Advisors is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 117935."
    },
    {
      "q": "How much does KEB Wealth Advisors manage?",
      "a": "KEB Wealth Advisors reports $1,274,488,757 in regulatory assets under management in its Form ADV filing dated January 29, 2026 (94% discretionary)."
    },
    {
      "q": "How have KEB Wealth Advisors' assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does KEB Wealth Advisors serve?",
      "a": "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)."
    },
    {
      "q": "Which custodians does KEB Wealth Advisors use?",
      "a": "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."
    },
    {
      "q": "Does KEB Wealth Advisors report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "What changed in KEB Wealth Advisors' recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $1,058,282,823 to $1,274,488,757 (+20%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 721956296.0,
      "total_employees": 15,
      "filing_date": "2021-08-09"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 842348798.0,
      "total_employees": 16,
      "filing_date": "2022-03-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 799315826.0,
      "total_employees": 16,
      "filing_date": "2023-08-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 933424220.0,
      "total_employees": 15,
      "filing_date": "2024-03-01"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1058282823.0,
      "total_employees": 17,
      "filing_date": "2025-01-30"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1274488757.0,
      "total_employees": 17,
      "filing_date": "2026-01-29"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $1,058,282,823 to $1,274,488,757 (+20%)."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in CA, NE, WI."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "National Financial Services LLC",
      "name_as_filed": "NATIONAL FINANCIAL SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/keb-wealth-advisors-springfield-il-117935.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 318,
      "fewer_than_5": false,
      "raum": 93286362.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 344,
      "fewer_than_5": false,
      "raum": 1150167157.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 21,
      "fewer_than_5": false,
      "raum": 7054492.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": true,
      "raum": 772959.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 11,
      "fewer_than_5": false,
      "raum": 23207787.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/117935",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}