# Keller Wealth Advisors

> Keller Wealth Advisors is an SEC-registered investment advisory firm in Victoria, TX, registered since 1998, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 15, 2026.

- CRD: 111610
- Filed as: KELLER WEALTH ADVISORS
- Legal name: KMH Wealth Management, LLC
- Also doing business as: KMH WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Victoria, TX
- Filing period: October 2026
- Form ADV filing dated: March 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111610
- AdvisorCensus page: https://advisorcensus.com/firm/keller-wealth-advisors-victoria-tx-111610

## Quick answers

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

**Where is Keller Wealth Advisors located?**
Keller Wealth Advisors' principal office is in Victoria, TX, according to its Form ADV.

**Is Keller Wealth Advisors registered with the SEC or a state?**
Keller Wealth Advisors is an SEC-registered investment advisory firm, registered since 1998. Status as filed: Approved. CRD 111610.

**How much does Keller Wealth Advisors manage?**
Keller Wealth Advisors reports $923,057,391 in regulatory assets under management in its Form ADV filing dated March 15, 2026 (98% discretionary).

**How have Keller Wealth Advisors' assets and staff changed since 2021?**
In the Form ADV data for Keller Wealth Advisors: Regulatory assets under management: $569,263,966 in the October 2021 data and $923,057,391 in the October 2026 data, up 62%. Total employees: 10 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Keller Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (392); high net worth individuals (151); charitable organizations (7).

**Which custodians does Keller Wealth Advisors use?**
Keller Wealth Advisors' 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 Keller 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/111610

**What changed in Keller Wealth Advisors' recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 9 to 8. Regulatory assets under management went from $824,730,230 to $923,057,391 (+12%).

## From the Form ADV filing

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

### 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: $923,057,391
- Discretionary: $905,092,339
- Non-discretionary: $17,965,052

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 392 | $114,903,218 |
| High net worth individuals | 151 | $764,616,265 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $7,328,018 |
| Charitable organizations | 7 | $35,502,720 |
| Corporations or other businesses not listed above | 2 | $707,170 |

### 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
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 1998 (28 years)
- Employees: 10 total, 8 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kellerwealthadvisors.com
- Facebook @kellerwealthadvisors
- LinkedIn @kellerwealthadvisors

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $569,263,966 | 10 | August 4, 2021 |
| October 2022 | $650,769,168 | 12 | September 23, 2022 |
| October 2023 | $607,039,134 | 11 | March 17, 2023 |
| October 2024 | $703,894,012 | 12 | March 15, 2024 |
| October 2025 | $824,730,230 | 12 | March 11, 2025 |
| October 2026 | $923,057,391 | 10 | March 15, 2026 |

Regulatory assets under management: $569,263,966 in the October 2021 data and $923,057,391 in the October 2026 data, up 62%.
Total employees: 10 in October 2021 and 10 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 9 to 8.
- Regulatory assets under management went from $824,730,230 to $923,057,391 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keller Wealth Advisors (CRD 111610): Form ADV filing data as of October 2026.