{
  "crd_number": 123770,
  "slug": "keitz-investment-management-ltd-ambler-pa-123770",
  "primary_business_name": "KEITZ INVESTMENT MANAGEMENT LTD.",
  "legal_name": "KEITZ INVESTMENT MANAGEMENT LTD.",
  "dbas": [],
  "city": "Ambler",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "1995-02-10",
  "years_registered": 31,
  "period": "2026-10-01",
  "filing_date": "2026-02-27",
  "carried_forward": false,
  "raum_total": 16000000.0,
  "raum_discretionary": 16000000.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "charitable": {
      "raum": 500000.0,
      "count": 2
    },
    "individuals": {
      "raum": 4300000.0,
      "count": 42
    },
    "high_net_worth_individuals": {
      "raum": 11200000.0,
      "count": 5
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 2,
  "states_registered": [
    "PA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/123770",
  "disclosure_items": [
    {
      "item": "11.D(2)",
      "question": "Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?"
    },
    {
      "item": "11.D(4)",
      "question": "In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?"
    }
  ],
  "city_as_filed": "AMBLER",
  "url": "https://advisorcensus.com/firm/keitz-investment-management-ltd-ambler-pa-123770",
  "display_name": "Keitz Investment Management Ltd.",
  "summary": "Keitz Investment Management Ltd. is a state-registered investment advisory firm in Ambler, PA, registered since 1995, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.",
  "citation": "AdvisorCensus. Keitz Investment Management Ltd. (CRD 123770): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Keitz Investment Management Ltd. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Keitz Investment Management Ltd. reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Keitz Investment Management Ltd. located?",
      "a": "Keitz Investment Management Ltd.'s principal office is in Ambler, PA, according to its Form ADV."
    },
    {
      "q": "Is Keitz Investment Management Ltd. registered with the SEC or a state?",
      "a": "Keitz Investment Management Ltd. is a state-registered investment advisory firm, registered since 1995. Status as filed: APPROVED. CRD 123770."
    },
    {
      "q": "How much does Keitz Investment Management Ltd. manage?",
      "a": "Keitz Investment Management Ltd. reports $16,000,000 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Keitz Investment Management Ltd. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (42); high net worth individuals (5); charitable organizations (2)."
    },
    {
      "q": "Does Keitz Investment Management Ltd. report any disciplinary disclosures?",
      "a": "Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/123770"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/keitz-investment-management-ltd-ambler-pa-123770.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 42,
      "fewer_than_5": false,
      "raum": 4300000.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 5,
      "fewer_than_5": false,
      "raum": 11200000.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 2,
      "fewer_than_5": false,
      "raum": 500000.0
    }
  ],
  "disclosure_line": "Reports 2 disclosure items on Form ADV Item 11.",
  "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/123770",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}