# KEB Wealth Advisors

> 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.

- CRD: 117935
- Filed as: KEB WEALTH ADVISORS
- Legal name: KEB Asset Management, LLC
- Also doing business as: KEB WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Springfield, IL
- Filing period: October 2026
- Form ADV filing dated: January 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/117935
- AdvisorCensus page: https://advisorcensus.com/firm/keb-wealth-advisors-springfield-il-117935

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,274,488,757
- Discretionary: $1,199,872,013
- Non-discretionary: $74,616,744

### Clients (Item 5.D)

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

### 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)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 17 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, FL, IL, IN, KS, LA, MI, MN, MO, NC, NE, PR, SC, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the February 2026 filing
- Fenton, MO

### Websites listed on Form ADV (Item 1.I)
- kebcpa.com/services/wealth-management
- LinkedIn @keb-asset-management-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $721,956,296 | 15 | August 9, 2021 |
| October 2022 | $842,348,798 | 16 | March 4, 2022 |
| October 2023 | $799,315,826 | 16 | August 23, 2023 |
| October 2024 | $933,424,220 | 15 | March 1, 2024 |
| October 2025 | $1,058,282,823 | 17 | January 30, 2025 |
| October 2026 | $1,274,488,757 | 17 | January 29, 2026 |

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.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $1,058,282,823 to $1,274,488,757 (+20%).

### December 2025
- Registered or notice-filed in CA, NE, WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KEB Wealth Advisors (CRD 117935): Form ADV filing data as of October 2026.