AdvisorCensus / Financial advisors / Oregon / Salem / Keudell Morrison Wealth Management, LLC
Keudell Morrison Wealth Management, LLC
Filed as KEUDELL MORRISON WEALTH MANAGEMENT, LLC
Keudell Morrison Wealth Management, LLC is an SEC-registered investment advisory firm in Salem, OR, registered since 2018, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated July 8, 2026.
Quick answers
From the filingHow is Keudell Morrison Wealth Management, LLC compensated?
On its Form ADV (Item 5.E, October 2026), Keudell Morrison Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).
What does Keudell Morrison Wealth Management, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated July 8, 2026 states: Up to $499,999: 1.5% a year; $500,000 to $999,999: 1.25% a year; $1,000,000 to $1,999,999: 1% a year; Above $1,999,999: see the brochure. Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is Keudell Morrison Wealth Management, LLC located?
Keudell Morrison Wealth Management, LLC's principal office is in Salem, OR, according to its Form ADV.
Is Keudell Morrison Wealth Management, LLC registered with the SEC or a state?
Keudell Morrison Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292600.
How much does Keudell Morrison Wealth Management, LLC manage?
Keudell Morrison Wealth Management, LLC reports $921,506,676 in regulatory assets under management in its Form ADV filing dated July 8, 2026 (100% discretionary).
How have Keudell Morrison Wealth Management, LLC's assets and staff changed since 2021?
In the Form ADV data for Keudell Morrison Wealth Management, LLC: Regulatory assets under management: $559,208,957 in the October 2021 data and $921,506,676 in the October 2026 data, up 65%. Total employees: 4 in October 2021 and 11 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Keudell Morrison Wealth Management, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (588); high net worth individuals (178); corporations or other businesses not listed above (33).
Which custodians does Keudell Morrison Wealth Management, LLC use?
Keudell Morrison Wealth Management, LLC'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 Keudell Morrison Wealth 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/292600
Does Keudell Morrison Wealth Management, LLC state an account minimum?
Its Form ADV Part 2A brochure dated July 8, 2026 says: "Keudell Morrison has an asset minimum of $ 500,000. We will make exceptions to this minimum under certain circumstances."
What changed in Keudell Morrison Wealth Management, LLC's recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $812,993,072 to $921,506,676 (+13%). Updated its list of owners and control persons (Schedule A).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2A| Assets | Annual rate |
|---|---|
| Up to $499,999 | 1.5% |
| $500,000 to $999,999 | 1.25% |
| $1,000,000 to $1,999,999 | 1% |
| Above $1,999,999 | See the brochure |
The brochure's wording
Keudell Morrison’s standard fee schedule is:
Under $499,999 1.50%
$500,000 – $999,999 1.25%
$1,000,000 – $1,999,999 1.00%
$2,000,000 and over Negotiable
Account minimum: $500,000 (the brochure says it may be waived or negotiated)
The brochure's wording
Keudell Morrison has an asset minimum of $ 500,000. We will make exceptions to this minimum under certain circumstances.
As stated in the firm's Form ADV Part 2A brochure dated July 8, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$921,506,676 as of October 2026, filing dated July 8, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2018 (8 years)
- Employees
- Total: 11. Performing investment advisory functions: 6.
- Wrap fee program participation
- Yes.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
8 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $921,506,676 | 11 | July 8, 2026 |
| October 2025 | $812,993,072 | 11 | March 21, 2025 |
| October 2024 | $723,962,664 | 11 | September 23, 2024 |
| October 2023 | $633,687,617 | 5 | March 31, 2023 |
| October 2022 | $671,253,568 | 5 | September 15, 2022 |
| October 2021 | $559,208,957 | 4 | March 18, 2021 |
Regulatory assets under management: $559,208,957 in the October 2021 data and $921,506,676 in the October 2026 data, up 65%.
Total employees: 4 in October 2021 and 11 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $812,993,072 to $921,506,676 (+13%).
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Keudell Morrison Wealth Management, LLC (CRD 292600): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/keudell-morrison-wealth-management-llc-salem-or-292600