# Keeler Thomas Management LLC

> Keeler Thomas Management LLC is an SEC-registered investment advisory firm in Orem, UT, registered since 2015, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 20, 2026.

- CRD: 109522
- Filed as: KEELER THOMAS MANAGEMENT LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Orem, UT
- Filing period: October 2026
- Form ADV filing dated: March 20, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/109522
- AdvisorCensus page: https://advisorcensus.com/firm/keeler-thomas-management-llc-orem-ut-109522

## Quick answers

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

**How much does Keeler Thomas Management LLC charge?**
Its Form ADV Part 2A brochure dated March 20, 2026 states: Hourly rate: $100 to $500 an hour (single subject financial planning and general consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Keeler Thomas Management LLC located?**
Keeler Thomas Management LLC's principal office is in Orem, UT, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Keeler Thomas Management LLC registered with the SEC or a state?**
Keeler Thomas Management LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 109522.

**How much does Keeler Thomas Management LLC manage?**
Keeler Thomas Management LLC reports $305,501,290 in regulatory assets under management in its Form ADV filing dated March 20, 2026 (100% discretionary).

**How have Keeler Thomas Management LLC's assets and staff changed since 2021?**
In the Form ADV data for Keeler Thomas Management LLC: Regulatory assets under management: $259,421,123 in the October 2021 data and $305,501,290 in the October 2026 data, up 18%. Total employees: 15 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Keeler Thomas Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76); high net worth individuals (56).

**Which custodians does Keeler Thomas Management LLC use?**
Keeler Thomas Management LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Distributors Company LLC as custodians holding 10% or more of its separately managed account assets.

**Does Keeler Thomas Management LLC 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/109522

**What changed in Keeler Thomas Management LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $379,274,089 to $305,501,290 (-19%). Employees performing advisory functions went from 9 to 7. Added an office in Vernal, UT. Registered or notice-filed in TX.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated March 20, 2026)

- Hourly rate: $100 to $500 an hour (single subject financial planning and general consulting)

> We also offer single subject financial planning and general consulting for an hourly rate of $100 to $500. The hourly fee is negotiable depending on the scope and complexity

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Distributors Company 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: $305,501,290
- Discretionary: $304,645,800
- Non-discretionary: $855,490

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $49,831,505 |
| High net worth individuals | 56 | $252,965,772 |
| Charitable organizations | Fewer than 5 | $1,131,936 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,572,077 |

### 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)
- Other

### Firm details
- Registered since: 2015 (11 years)
- Employees: 12 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, TX, UT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Vernal, UT

### Websites listed on Form ADV (Item 1.I)
- keelerthomas.com
- open.spotify.com/collection/your-episodes
- Facebook @keelerthomas
- Instagram @keelerthomasmanagement
- LinkedIn @keeler-thomas-management
- X @_KeelerThomas
- YouTube @UCmn2WhD0ce0UZZdjaX9wxyw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $259,421,123 | 15 | September 14, 2021 |
| October 2022 | $299,294,201 | 14 | February 28, 2022 |
| October 2023 | $277,364,837 | 15 | September 6, 2023 |
| October 2024 | $338,369,118 | 13 | March 19, 2024 |
| October 2025 | $379,274,089 | 13 | May 28, 2025 |
| October 2026 | $305,501,290 | 12 | March 20, 2026 |

Regulatory assets under management: $259,421,123 in the October 2021 data and $305,501,290 in the October 2026 data, up 18%.
Total employees: 15 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $379,274,089 to $305,501,290 (-19%).
- Employees performing advisory functions went from 9 to 7.
- Added an office in Vernal, UT.
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keeler Thomas Management LLC (CRD 109522): Form ADV filing data as of October 2026.