# Keidan Financial Consultants LLC

> Keidan Financial Consultants LLC is an SEC-registered investment advisory firm in Columbus, OH, registered since 1999, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 4, 2026.

- CRD: 108093
- Filed as: KEIDAN FINANCIAL CONSULTANTS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: September 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/108093
- AdvisorCensus page: https://advisorcensus.com/firm/keidan-financial-consultants-llc-columbus-oh-108093

## Quick answers

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

**Where is Keidan Financial Consultants LLC located?**
Keidan Financial Consultants LLC's principal office is in Columbus, OH, according to its Form ADV.

**Is Keidan Financial Consultants LLC registered with the SEC or a state?**
Keidan Financial Consultants LLC is an SEC-registered investment advisory firm, registered since 1999. Status as filed: Approved. CRD 108093.

**How much does Keidan Financial Consultants LLC manage?**
Keidan Financial Consultants LLC reports $574,930,673 in regulatory assets under management in its Form ADV filing dated September 4, 2026 (95% discretionary).

**How have Keidan Financial Consultants LLC's assets and staff changed since 2021?**
In the Form ADV data for Keidan Financial Consultants LLC: Regulatory assets under management: $406,025,610 in the October 2021 data and $574,930,673 in the October 2026 data, up 42%. Total employees: 3 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Keidan Financial Consultants LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (152); individuals (other than high net worth individuals) (32).

**Which custodians does Keidan Financial Consultants LLC use?**
Keidan Financial Consultants LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Pershing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Keidan Financial Consultants 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/108093

**What changed in Keidan Financial Consultants LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $496,251,570 to $574,930,673 (+16%).

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Pershing 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: $574,930,673
- Discretionary: $543,766,595
- Non-discretionary: $31,164,078

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $16,099,129 |
| High net worth individuals | 152 | $552,742,398 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,089,146 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 1999 (26 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, NC, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- keidanfinancial.com
- LinkedIn @bob-keidan-3263a4161
- LinkedIn @bob-keidan-7348819b

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $406,025,610 | 3 | March 22, 2021 |
| October 2022 | $447,040,441 | 3 | March 3, 2022 |
| October 2023 | $384,828,612 | 3 | August 2, 2023 |
| October 2024 | $442,137,297 | 3 | March 20, 2024 |
| October 2025 | $496,251,570 | 3 | February 21, 2025 |
| October 2026 | $574,930,673 | 3 | September 4, 2026 |

Regulatory assets under management: $406,025,610 in the October 2021 data and $574,930,673 in the October 2026 data, up 42%.
Total employees: 3 in October 2021 and 3 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $496,251,570 to $574,930,673 (+16%).

### February 2026
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keidan Financial Consultants LLC (CRD 108093): Form ADV filing data as of October 2026.