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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KEELER & NADLER FAMILY WEALTH

KEELER & NADLER FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC, CRD 173079

DUBLIN, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f0d9c96-e27c-702d-b7b4-1babf33a2ae3

Data as of Jul 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 3
On other graphs: 1
Observed: Sep 19, 2014 to Jul 21, 2026
35 observations

Across DFX

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

Family Officesidentity

Keeler & Nadler Family Wealth

Family office · shared crd

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $610MItem 5.F on the latest filing (2026-07-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $565M
Private client RAUM: $609MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $76.2Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 9
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 2,043
Individual clients: 316
High net worth clients: 188
Custody, client assets: $118M
SEC number: 801-80394
CRD: 173079
Filings on the tape: 35
First filed: Sep 19, 2014
Latest filed: Jul 21, 2026
Organised: Limited Liability Company, OH
Website: knwealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW PAUL KEELER	Certified Financial Planner	DUBLIN, OH	11	24	3	no
WILLIAM KEITH ROOT	n/a	DUBLIN, OH	11	47	3	no
MARK D BEAVER	Certified Financial Planner	DUBLIN, OH	11	16	1	no
JESSICA ANNE Hultberg	Certified Financial Planner	DUBLIN, OH	11	14	n/a	no
Abigail Rose	Certified Financial Planner	DUBLIN, OH	7	11	n/a	no
Timothy Joseph Burkett	Certified Financial Planner	DUBLIN, OH	5	18	2	no
Michael Klubnik	Certified Financial Planner	DUBLIN, OH	2	12	n/a	no
Jacob Palmer Martin	Certified Financial Planner	DUBLIN, OH	1	12	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANDREW P. KEELER LIVING TRUST	OWNER/MEMBER	E	yes	11/2014	Mar 28, 2016	Jul 19, 2024
KEELER, ANDREW, PAUL	Trustee	F	yes	07/2007	Sep 19, 2014	Jul 19, 2024
KEELER, ANDREW, PAUL	PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER	Na	yes	09/2014	Sep 19, 2014	Jul 19, 2024
KEELER, JANINE, JENNIFER	Trustee	F	yes	07/2007	Mar 28, 2016	Jul 19, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WILLIAM K. ROOT	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$610M	$565M	13	9	0	n/a	n/a
2024	Mar 21, 2025	$478M	$439M	10	7	0	n/a	n/a
2023	Jan 30, 2024	$409M	$374M	10	7	1	n/a	n/a
2022	Feb 2, 2023	$337M	$266M	10	8	1	n/a	n/a
2021	Feb 25, 2022	$338M	$248M	11	7	2	n/a	n/a
2020	Mar 1, 2021	$268M	$162M	10	6	0	n/a	n/a
2019	Mar 21, 2020	$227M	$165M	8	6	0	n/a	n/a
2018	Feb 25, 2019	$181M	$93.5M	8	6	0	n/a	n/a
2017	Jan 30, 2018	$181M	$59.9M	8	5	0	n/a	n/a
2016	Mar 30, 2017	$169M	$60.0M	8	5	n/a	n/a	n/a
2015	Mar 28, 2016	$144M	$48.7M	9	5	n/a	n/a	n/a
2014	Mar 20, 2015	$184M	$38.0M	5	4	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$610M	$478M	27.6%	$337M	21.8%	13	10	0	0

Relationships

Registered with (9)

← Jacob Palmer MartinAdvisorregistration: current employment
Jul 2, 2025 to presentfactForm ADV
← Michael KlubnikAdvisorregistration: current employment
Aug 14, 2024 to presentfactForm ADV
← Timothy Joseph BurkettAdvisorregistration: current employment
Dec 23, 2020 to presentfactForm ADV
← Abigail RoseAdvisorregistration: current employment
Feb 1, 2019 to presentfactForm ADV
← JESSICA ANNE HultbergAdvisorregistration: current employment
Aug 10, 2015 to presentfactForm ADV
← WILLIAM KEITH ROOTAdvisorregistration: current employment
Oct 20, 2014 to presentfactForm ADV
← MARK D BEAVERAdvisorregistration: current employment
Oct 20, 2014 to presentfactForm ADV
← ANDREW PAUL KEELERAdvisorregistration: current employment
Oct 14, 2014 to presentfactForm ADV
← Jacob Thomas HrusovskyAdvisorregistration: previous registration
Mar 1, 2023 to May 4, 2023factForm ADV

Controls (3)

← KEELER, ANDREW, PAULOwnerTRUSTEE, ownership code F, individual
Sep 19, 2014 to Jul 19, 2024factForm ADV
← KEELER, JANINE, JENNIFEROwnerTRUSTEE, ownership code F, individual
Mar 28, 2016 to Jul 19, 2024factForm ADV
← ANDREW P. KEELER LIVING TRUSTOwnerOWNER/MEMBER, ownership code E, domestic entity
Mar 28, 2016 to Jul 19, 2024factForm ADV

Dated events

Occurred
Mar 10, 2026
Regulatory AUM changed
Keeler & Nadler Family Wealth reported RAUM $609.9M, up 28% from $477.8M (2025-05-28 to 2026-03-10)
Form ADVobserved 5 days ago
$132M
Occurred
May 4, 2023
Advisor changed firm
Jacob Thomas Hrusovsky left Keeler & Nadler Family Wealth for Personal Financial Advisors, Inc. (registered 2026-01-21)
Form ADVobserved 5 days ago
Occurred
Sep 19, 2014
First Form ADV filing
Keeler & Nadler Financial Planning And Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7f0d9c96-e27c-702d-b7b4-1babf33a2ae3
First observed: Sep 19, 2014
Last observed: Jul 21, 2026 2 months ago
Source families: Federal regulator filings
3 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 FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC, CRD 173079

DUBLIN, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7f0d9c96-e27c-702d-b7b4-1babf33a2ae3

Data as of Jul 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW PAUL KEELER

Certified Financial Planner

DUBLIN, OH

WILLIAM KEITH ROOT

n/a

DUBLIN, OH

MARK D BEAVER

Certified Financial Planner

DUBLIN, OH

JESSICA ANNE Hultberg

Certified Financial Planner

DUBLIN, OH

n/a

Abigail Rose

Certified Financial Planner

DUBLIN, OH

n/a

Timothy Joseph Burkett

Certified Financial Planner

DUBLIN, OH

Michael Klubnik

Certified Financial Planner

DUBLIN, OH

n/a

Jacob Palmer Martin

Certified Financial Planner

DUBLIN, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANDREW P. KEELER LIVING TRUST

OWNER/MEMBER

yes

11/2014

Mar 28, 2016

Jul 19, 2024

KEELER, ANDREW, PAUL

Trustee

yes

07/2007

Sep 19, 2014

Jul 19, 2024

KEELER, ANDREW, PAUL

PRESIDENT, CHIEF COMPLIANCE OFFICER AND MANAGER

yes

09/2014

Sep 19, 2014

Jul 19, 2024

KEELER, JANINE, JENNIFER

Trustee

yes

07/2007

Mar 28, 2016

Jul 19, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WILLIAM K. ROOT

n/a

City

State

Country

Employees

Also broker-dealer

n/a

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$610M

$565M

n/a

2024

Mar 21, 2025

$478M

$439M

n/a

2023

Jan 30, 2024

$409M

$374M

n/a

2022

Feb 2, 2023

$337M

$266M

n/a

2021

Feb 25, 2022

$338M

$248M

n/a

2020

Mar 1, 2021

$268M

$162M

n/a

2019

Mar 21, 2020

$227M

$165M

n/a

2018

Feb 25, 2019

$181M

$93.5M

n/a

2017

Jan 30, 2018

$181M

$59.9M

n/a

2016

Mar 30, 2017

$169M

$60.0M

n/a

2015

Mar 28, 2016

$144M

$48.7M

n/a

2014

Mar 20, 2015

$184M

$38.0M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$610M

$478M

27.6%

$337M

21.8%