DFX Intelligence

Data Factory

Family officesOfficecandidate family office · candidate

Keeler & Nadler Family Wealth

Keeler & Nadler family family

Dublin, OH

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:b9428984-d068-46a3-978a-fa161d6c7459

Data as of Sep 20, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 20, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 40
On other graphs: 1
Observed: Sep 12, 2026 to Sep 20, 2026
73 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

RIA / Wealth Managementidentity

KEELER & NADLER FAMILY WEALTH

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Family served: Keeler & Nadler family
Regulatory AUM: $610MForm ADV, as of 2026-03-10
13F value: $295M82 positions, 2026-03-31; never AUM
Private funds: 0
Investments: 0
Direct investments: 0
People: 4
Decision makers: 2derived

People

Person	Title	Role	Seniority	Family member	Current	Evidence
Andrew Paul Keeler	President, Chief Compliance Officer and Manager	leadership	principal	n/a	yes	fact
Mark D Beaver	Partner/senior Financial Advisor/trustee	leadership	principal	n/a	yes	fact
Timothy Joseph Burkett	Director of Operations	operations	senior	n/a	yes	fact
Timothy Burkett	DIRECTOR OF OPERATIONS	operations	unknown	n/a	yes	fact

Relationships

Employs (4)

→ Timothy BurkettPersonDIRECTOR OF OPERATIONS
factForm 13F
→ Timothy Joseph BurkettPersonDirector of Operations
Nov 1, 2020 to presentfactForm ADV
→ Mark D BeaverPersonPartner/senior Financial Advisor/trustee
Jan 1, 2020 to presentfactForm ADV
→ Andrew Paul KeelerPersonPresident, Chief Compliance Officer and Manager
Sep 1, 2014 to presentfactForm ADV

Dated events

40 bookkeeping events (roster, classification and holdings changes) folded below

Show 40 bookkeeping events

First seen by DFX
Sep 12, 2026
date not stated
Keeler & Nadler Family Wealth found on the SEC adviser roster (name)
Occurred
May 4, 2026
Keeler & Nadler Financial Planning & Wealth Management reported $294,759,202 across 82 13(f) positions for the quarter ended 2026-03-31
Occurred
Mar 31, 2026
Keeler & Nadler Financial Planning & Wealth Management reduced Ishares Tr 122,770 -> 91,166 shares ($24,384,624 -> $17,486,629)
Occurred
Mar 31, 2026
Keeler & Nadler Financial Planning & Wealth Management increased Blackrock Etf Trust 28,141 -> 138,825 shares ($1,711,226 -> $8,076,828)
Occurred
Mar 31, 2026
Keeler & Nadler Financial Planning & Wealth Management increased Schwab Strategic Tr 10,839 -> 127,177 shares ($294,929 -> $3,541,887)
Occurred
Mar 31, 2026
Keeler & Nadler Financial Planning & Wealth Management increased Vanguard Star Fds 23,761 -> 80,940 shares ($1,792,540 -> $6,241,263)
Occurred
Mar 31, 2026
Keeler & Nadler Financial Planning & Wealth Management reduced Vanguard Whitehall Fds 162,197 -> 120,568 shares ($14,832,927 -> $10,665,444)
Occurred
Jan 27, 2026
Keeler & Nadler Financial Planning & Wealth Management reported $288,436,864 across 79 13(f) positions for the quarter ended 2025-12-31
Occurred
Dec 31, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Ishares Inc 31,120 -> 17,427 shares ($2,100,935 -> $1,266,589)
Occurred
Dec 31, 2025
Keeler & Nadler Financial Planning & Wealth Management increased Apple Inc 8,314 -> 17,109 shares ($2,116,907 -> $4,651,163)
Occurred
Dec 31, 2025
Keeler & Nadler Financial Planning & Wealth Management increased Ishares Tr 14,027 -> 18,682 shares ($1,493,736 -> $2,001,022)
Occurred
Dec 31, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Ishares Tr 13,695 -> 8,943 shares ($2,682,348 -> $1,785,822)
Occurred
Oct 29, 2025
Keeler & Nadler Financial Planning & Wealth Management reported $272,829,121 across 79 13(f) positions for the quarter ended 2025-09-30
Occurred
Sep 30, 2025
Keeler & Nadler Financial Planning & Wealth Management increased Blackrock Etf Trust 82,084 -> 184,991 shares ($2,368,129 -> $6,319,299)
Occurred
Sep 30, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Capital Grp Fixed Incm Etf T 128,648 -> 54,723 shares ($3,383,430 -> $1,454,528)
Occurred
Sep 30, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Vanguard Bd Index Fds 46,262 -> 22,876 shares ($3,406,304 -> $1,701,277)
Occurred
Sep 30, 2025
Keeler & Nadler Financial Planning & Wealth Management increased Capital Grp Fixed Incm Etf T 65,227 -> 81,615 shares ($1,701,113 -> $2,151,383)
Occurred
Sep 30, 2025
Keeler & Nadler Financial Planning & Wealth Management increased Ishares Inc 42,618 -> 95,455 shares ($2,558,371 -> $6,292,407)
Occurred
Sep 30, 2025
Keeler & Nadler Financial Planning & Wealth Management increased Vanguard Malvern Fds 121,433 -> 182,450 shares ($9,420,734 -> $14,305,867)
Occurred
Sep 30, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Ishares Inc 76,204 -> 31,120 shares ($4,811,502 -> $2,100,935)
Occurred
Sep 30, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Ishares Tr 60,086 -> 24,529 shares ($2,955,640 -> $1,295,630)
Occurred
Sep 30, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Ishares Tr 28,382 -> 13,695 shares ($4,917,819 -> $2,682,348)
Occurred
Jul 28, 2025
Keeler & Nadler Financial Planning & Wealth Management reported $249,903,217 across 77 13(f) positions for the quarter ended 2025-06-30
Occurred
Jun 30, 2025
Keeler & Nadler Financial Planning & Wealth Management opened a $2,368,129 position in Blackrock Etf Trust (82,084 shares)
Occurred
Jun 30, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Capital Grp Fixed Incm Etf T 184,480 -> 128,648 shares ($4,838,910 -> $3,383,430)
Occurred
Jun 30, 2025
Keeler & Nadler Financial Planning & Wealth Management opened a $2,558,371 position in Ishares Inc (42,618 shares)
Occurred
Jun 30, 2025
Keeler & Nadler Financial Planning & Wealth Management increased Capital Grp Fixed Incm Etf T 37,396 -> 75,108 shares ($1,000,719 -> $2,004,626)
Occurred
Jun 30, 2025
Keeler & Nadler Financial Planning & Wealth Management increased Schwab Strategic Tr 98,738 -> 141,206 shares ($2,723,204 -> $3,741,965)
Occurred
Jun 30, 2025
Keeler & Nadler Financial Planning & Wealth Management increased Vanguard Malvern Fds 79,103 -> 121,433 shares ($6,105,970 -> $9,420,734)
Occurred
Jun 30, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Ishares Inc 113,860 -> 76,204 shares ($6,282,782 -> $4,811,502)
Occurred
Jun 30, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Ishares Tr 89,626 -> 60,086 shares ($4,037,673 -> $2,955,640)
Occurred
Jun 30, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Ishares Tr 40,591 -> 28,382 shares ($5,709,551 -> $4,917,819)
Occurred
Jun 30, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Vanguard Bd Index Fds 67,831 -> 46,262 shares ($4,973,337 -> $3,406,304)
Occurred
May 12, 2025
Keeler & Nadler Financial Planning & Wealth Management reported $221,811,638 across 71 13(f) positions for the quarter ended 2025-03-31
Occurred
Mar 31, 2025
Keeler & Nadler Financial Planning & Wealth Management increased Capital Grp Fixed Incm Etf T 73,663 -> 184,480 shares ($1,899,761 -> $4,838,910)
Occurred
Mar 31, 2025
Keeler & Nadler Financial Planning & Wealth Management increased Nvidia Corporation 5,656 -> 37,204 shares ($759,547 -> $4,080,165)
Occurred
Mar 31, 2025
Keeler & Nadler Financial Planning & Wealth Management increased Vanguard Malvern Fds 31,409 -> 79,103 shares ($2,381,101 -> $6,105,970)
Occurred
Mar 31, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Ishares Tr 27,466 -> 17,569 shares ($2,398,625 -> $1,583,629)
Occurred
Mar 31, 2025
Keeler & Nadler Financial Planning & Wealth Management reduced Vanguard Bd Index Fds 100,899 -> 67,831 shares ($7,255,634 -> $4,973,337)
Occurred
Jan 14, 2025
Keeler & Nadler Financial Planning & Wealth Management reported $213,446,305 across 70 13(f) positions for the quarter ended 2024-12-31

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 3 office addresses (Form 13F, Form ADV), 1 website (Form ADV) · as of 2026-09-12

Timothy Burkett
DIRECTOR OF OPERATIONS · Revealable: 1 business phone (Form 13F)

Also named here, with no published line of their own (reach them through the firm): Timothy Joseph Burkett (Director of Operations), Mark D Beaver (Partner/senior Financial Advisor/trustee), Andrew Paul Keeler (President, Chief Compliance Officer and Manager).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Family Offices
Canonical id: dfx:fo:b9428984-d068-46a3-978a-fa161d6c7459
First observed: Sep 12, 2026
Last observed: Sep 20, 2026 1 h ago
Source families: Federal regulator filings, DFX's own graph
4 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Keeler & Nadler Family Wealth

Keeler & Nadler family family

Dublin, OH

This is the graph view. The full profile, with its team, deals and sources, is on Family Offices.Open the full profile →

Search this name across graphsid dfx:fo:b9428984-d068-46a3-978a-fa161d6c7459

Data as of Sep 20, 2026 (this record's last observation) from federal regulator filings, dfx's own graph. Page built Sep 20, 2026, 5:28 AM UTC and rebuilt at most every 15 minutes.

Person

Title

Role

Seniority

Family member

Current

Evidence

Andrew Paul Keeler

President, Chief Compliance Officer and Manager

leadership

principal

n/a

yes

fact

Mark D Beaver

Partner/senior Financial Advisor/trustee

leadership

principal

n/a

yes

fact

Timothy Joseph Burkett

Director of Operations

operations

senior

n/a

yes

fact

Timothy Burkett

DIRECTOR OF OPERATIONS

operations

unknown

n/a

yes

fact