| Name | Title | Ownership | Since |
|---|---|---|---|
| Keel Capital, LLC | Member Owner | Over 75% | 2016 |
| Scott Laurence Zodin Control | Chief Compliance Officer, Chief Investment Officer | 50-75% | 2016 |
| Elizabeth Jenne Zodin Control | Managing Member | Over 75% | 2016 |
Keel Wealth Management, LLC reports $557.1 million in regulatory assets under management on its Form ADV.
Keel Wealth Management, LLC reports 1 employees.
Keel Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | 512-368-4666 |
| Fax | 512-367-5659 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $100.1M |
| Non-discretionary | $457M |
| Total (RAUM) | $557.1M |