DFX Intelligence

K•• W••••• A•••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

K•• W••••• A•••••••

KEB ASSET MANAGEMENT, LLC, CRD 117935

SPRINGFIELD, IL

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Search this name across graphsid dfx:ria:b68b1442-a8bb-feb2-7215-d8f1d6cdd5ce

Data as of Jan 29, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 19
Dated events: 2
On other graphs: 0
Observed: Mar 5, 2012 to Jan 29, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

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

Firm class: independent wealth managerderivedprivate_client_share=0.98 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.3B••• Locked
Discretionary RAUM: $1.2B
Private client RAUM: $1.2Bderived••• Locked
Private client share: 98%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $91.0Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J••••••• M••• C•••••	Personal Financial Specialist	SPRINGFIELD, IL	27	43	n/a	no
S•••• L••• S•••••••••	n/a	SPRINGFIELD, IL \| ST. LOUIS, MO	15	44

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
C•••••• J•••••••• M•••	Member	A	yes	01/1999	Jan 29, 2026	Jan 29, 2026
D••••••••• S•••••• M••••••	Member	A	yes	01/2013	Jan 29, 2026	Jan 29, 2026

Affiliates (Item 7.A)

••• Locked

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
K•••••• E•• • B••••••• L••	n/a	n/a	n/a	Y	yes	n/a

Offices

••• Locked

City	State	Country	Employees	Also broker-dealer
ST. LOUIS	Mo	United States	4	no

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

••• Locked

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	2	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$1.1B	20.4%	$799M	16.8%	17	17	1	1

Relationships

Registered with (16)

← S••• B••••••• M•••••Advisorregistration: current employment
Aug 24, 2026 to presentfactForm ADV
← R•••• C••••••••• B•••Advisorregistration: current employment
Oct 6, 2025 to presentfactForm ADV
← C••••••••• J••••• B••••••Advisorregistration: current employment
Aug 23, 2024 to presentfactForm ADV
← J•••• M•••••• V•• S••••

Dated events

Occurred
Mar 5, 2020
Control person left
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 22, 2019
Control person joined
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b68b1442-a8bb-feb2-7215-d8f1d6cdd5ce
First observed: Mar 5, 2012
Last observed: Jan 29, 2026 7 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.