# Keeler & Nadler Family Wealth

> Keeler & Nadler Family Wealth is an SEC-registered investment advisory firm in Dublin, OH, registered since 2014, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 21, 2026.

- CRD: 173079
- Filed as: KEELER & NADLER FAMILY WEALTH
- Legal name: Keeler & Nadler Financial Planning and Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: July 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/173079
- AdvisorCensus page: https://advisorcensus.com/firm/keeler-and-nadler-family-wealth-dublin-oh-173079

## Quick answers

**How is Keeler & Nadler Family Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Keeler & Nadler Family Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other.

**Where is Keeler & Nadler Family Wealth located?**
Keeler & Nadler Family Wealth's principal office is in Dublin, OH, according to its Form ADV.

**Is Keeler & Nadler Family Wealth registered with the SEC or a state?**
Keeler & Nadler Family Wealth is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 173079.

**How much does Keeler & Nadler Family Wealth manage?**
Keeler & Nadler Family Wealth reports $609,903,502 in regulatory assets under management in its Form ADV filing dated July 21, 2026 (93% discretionary).

**How have Keeler & Nadler Family Wealth's assets and staff changed since 2021?**
In the Form ADV data for Keeler & Nadler Family Wealth: Regulatory assets under management: $267,650,190 in the October 2021 data and $609,903,502 in the October 2026 data, up 128%. Total employees: 10 in October 2021 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Keeler & Nadler Family Wealth serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (316); high net worth individuals (188); charitable organizations (2).

**Which custodians does Keeler & Nadler Family Wealth use?**
Keeler & Nadler Family Wealth's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Keeler & Nadler Family Wealth 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/173079

**What changed in Keeler & Nadler Family Wealth's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 7 to 9. Regulatory assets under management went from $477,811,228 to $609,903,502 (+28%). Registered or notice-filed in MO.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

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

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: $609,903,502
- Discretionary: $565,127,747
- Non-discretionary: $44,775,755

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 316 | $91,825,015 |
| High net worth individuals | 188 | $516,697,759 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $1,380,728 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### 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: 2014 (11 years)
- Employees: 13 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, IL, IN, KY, LA, MA, MO, NC, NE, OH, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- keelernadler.com
- knwealth.com
- Facebook @KEELERNADLER
- LinkedIn @keeler-&-nadler-financial-planning-and-wealth-management-llc
- X @KEELERNADLER

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $267,650,190 | 10 | March 4, 2021 |
| October 2022 | $337,902,776 | 11 | February 25, 2022 |
| October 2023 | $337,186,081 | 10 | April 11, 2023 |
| October 2024 | $408,972,052 | 10 | July 19, 2024 |
| October 2025 | $477,811,228 | 10 | May 28, 2025 |
| October 2026 | $609,903,502 | 13 | July 21, 2026 |

Regulatory assets under management: $267,650,190 in the October 2021 data and $609,903,502 in the October 2026 data, up 128%.
Total employees: 10 in October 2021 and 13 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 7 to 9.
- Regulatory assets under management went from $477,811,228 to $609,903,502 (+28%).
- Registered or notice-filed in MO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keeler & Nadler Family Wealth (CRD 173079): Form ADV filing data as of October 2026.