DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Keeler & Nadler Family Wealth

Independent wealth managerDublin, OhioCRD 173079SEC 801-80394website IAPD

Legal name Keeler & Nadler Financial Planning And Wealth Management, LLC

Latest filing Jul 21, 2026

First filing on the tape Sep 19, 2014 · 35 filings

SEC status approved since Oct 14, 2014

RAUM

$610M

reported, Item 5.F

Discretionary

93%

of RAUM

Private clients

100%

$609M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$76.2M

derived; firm RAUM over IAPD count

Employees

9 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

35 filings and snapshots on the tape

RAUM$610M as of Jul 21, 2026

Mar 20, 2015$184M then

HNW client RAUM$517M as of Jul 21, 2026

Jan 30, 2018$114M then

State-registered IARs (5.B.3)8 as of Jul 21, 2026

Mar 20, 20154 then

Employees (5.A)13 as of Jul 21, 2026

Mar 20, 20155 then

Private funds: no history

RAUM +28% over the last fiscal year+22% a year over threeIARs 7 to 8

Practice profile

derived from the filing of Jul 21, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Independent boutique · a wealth manager with no broker-dealer, bank or insurance affiliate, 2 to 25 advisors, one to three offices, no public reporting company control
Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)

RAUM per advisor: $76.2MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 63derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.7MderivedHNW RAUM over HNW clients
Average account: $298,533derivedRAUM over accounts (5.F.2.f)
Discretionary: 93%derivedof RAUM
Institutional: 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.6derivedItem 5.A over advisors
Advisors per office: 8.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year: +28%derivedbetween the last two annual amendments
Advisor growth, one year: +14%derivedItem 5.B.3 between annual amendments
Client growth, one year: +11%derived
Compensation: percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
Financial planning clients: 500reportedItem 5.H
Custody: $118M, 31 clientsreportedItem 9.A
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)
compensates persons for client referrals (8.G.1)
has custody of client cash or bank accounts (9.A.1.a)
has custody of client securities (9.A.1.b)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$517M85%
Individuals$91.8M15%
Charitable organizations$1.4M0.2%

Individual clients: 316reported
HNW clients: 188reported
Pension plan clients: 0reported
Charitable clients: 2reported
Accounts: 2,043reported
Financial planning clients: 500reported
Wrap fee programs: noreported
Custody of client assets: $118M for 31 clientsreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived

Advisors registered through the firm

8 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
Andrew Paul KeelerCertified Financial Planner	Dublin, Oh	Oct 14, 2014	24 y	3
Mark D BeaverCertified Financial Planner	Dublin, Oh	Oct 20, 2014	16 y	1
William Keith Root	Dublin, Oh	Oct 20, 2014	47 y	3
Jessica Anne HultbergCertified Financial Planner	Dublin, Oh	Aug 10, 2015	14 y	0
Abigail RoseCertified Financial Planner	Dublin, Oh	Feb 1, 2019	11 y	0
Timothy Joseph BurkettCertified Financial Planner	Dublin, Oh	Dec 23, 2020	18 y	2
Michael KlubnikCertified Financial Planner	Dublin, Oh	Aug 14, 2024	12 y	0
Jacob Palmer MartinCertified Financial Planner	Dublin, Oh	Jul 2, 2025	12 y	2

Advisor movement

0 left, 0 joined in 12 months

net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

Jacob Thomas Hrusovsky to Personal Financial Advisors, Inc.
May 4, 2023 · RIA to a state-registered adviser

Joined, latest

Jacob Palmer Martin from Northavenue LLC
Jul 2, 2025 · RIA to RIA
Timothy Joseph Burkett from Northavenue LLC
Dec 23, 2020 · RIA to RIA
Mark D Beaver from Cambridge Investment Research Advisors, Inc.
Oct 20, 2014 · Other
William Keith Root from Cambridge Investment Research Advisors, Inc.
Oct 20, 2014 · Other
Andrew Paul Keeler from Cambridge Investment Research Advisors, Inc.
Oct 14, 2014 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

Paul Andrew Keeler · President, Chief Compliance Officer And Managercontrol
since 09/2014 · owns less than 5%
Paul Andrew Keeler · Trusteecontrol
since 07/2007 · owns F of Andrew P. Keeler Living Trust
Jennifer Janine Keeler · Trusteecontrol
since 07/2007 · owns F of Andrew P. Keeler Living Trust

Entity owners

Andrew P. Keeler Living Trust · Owner/Member
direct · owns 75% or more

Related persons

Schedule D 7.A

William K. Root
y

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
Dublin, Oh · principal	8	0	0

Offices

Schedule D 1.F, the 25 largest

, 1 employees

What changed

consecutive filings, newest first

Accounts · 1,729 to 2,043
May 28, 2025 to Mar 10, 2026
Advisory employees · 7 to 9
May 28, 2025 to Mar 10, 2026
HNW clients · 145 to 188
May 28, 2025 to Mar 10, 2026
Individual clients · 309 to 316
May 28, 2025 to Mar 10, 2026
Pension plan clients · unset to 0.0
May 28, 2025 to Mar 10, 2026
Assets in custody · unset to 117655823.0
May 28, 2025 to Mar 10, 2026
Custody of client assets · false to true
May 28, 2025 to Mar 10, 2026
Employees · 10 to 13
May 28, 2025 to Mar 10, 2026
Financial planning clients · 251-500 to More than 500
May 28, 2025 to Mar 10, 2026
State-registered IARs · 7 to 8
May 28, 2025 to Mar 10, 2026
Discretionary RAUM · $439M to $565M
May 28, 2025 to Mar 10, 2026
HNW RAUM · $375M to $517M
May 28, 2025 to Mar 10, 2026
Individual RAUM · $101M to $91.8M
May 28, 2025 to Mar 10, 2026
Non-discretionary RAUM · $39.0M to $44.8M
May 28, 2025 to Mar 10, 2026
Pension RAUM · unset to 0.0
May 28, 2025 to Mar 10, 2026
RAUM · $478M to $610M
May 28, 2025 to Mar 10, 2026
Financial planning clients · 251-500 to 251-500
Mar 21, 2025 to May 28, 2025
Accounts · 1,446 to 1,729
Jul 19, 2024 to Mar 21, 2025
Advisory activities · 4 to 5
Jul 19, 2024 to Mar 21, 2025
BD registered reps · 1 to 0
Jul 19, 2024 to Mar 21, 2025
Charity clients · unset to 2.0
Jul 19, 2024 to Mar 21, 2025
HNW clients · 109 to 145
Jul 19, 2024 to Mar 21, 2025
Pension plan clients · 6.0 to unset
Jul 19, 2024 to Mar 21, 2025
Other offices · 1 to 0
Jul 19, 2024 to Mar 21, 2025
Discretionary RAUM · $374M to $439M
Jul 19, 2024 to Mar 21, 2025
HNW RAUM · $278M to $375M
Jul 19, 2024 to Mar 21, 2025
Individual RAUM · $115M to $101M
Jul 19, 2024 to Mar 21, 2025
Non-discretionary RAUM · $35.0M to $39.0M
Jul 19, 2024 to Mar 21, 2025
Pension RAUM · 15561623.0 to unset
Jul 19, 2024 to Mar 21, 2025
RAUM · $409M to $478M
Jul 19, 2024 to Mar 21, 2025
Accounts · 1,307 to 1,446
Oct 9, 2023 to Jan 30, 2024
Advisory employees · 8 to 7
Oct 9, 2023 to Jan 30, 2024
BD registered reps · 2 to 1
Oct 9, 2023 to Jan 30, 2024
Charity clients · 0.0 to unset
Oct 9, 2023 to Jan 30, 2024
HNW clients · 96 to 109
Oct 9, 2023 to Jan 30, 2024
Individual clients · 304 to 309
Oct 9, 2023 to Jan 30, 2024
Pension plan clients · 5 to 6
Oct 9, 2023 to Jan 30, 2024
State-registered IARs · 8 to 7
Oct 9, 2023 to Jan 30, 2024
Discretionary RAUM · $266M to $374M
Oct 9, 2023 to Jan 30, 2024
HNW RAUM · $233M to $278M
Oct 9, 2023 to Jan 30, 2024

Signals

3 dated events

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

Across DFX

shared identifiers only, never a name match

Keeler & Nadler Family Wealth · Family Offices
shared crd · office

How to reach

public business contact points only, each with its source

Business email: info@knwealth.comreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 614-791-4123reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/keeler-&-nadler-financial-planning-and-reportedpublic record, Form ADV, Sep 18, 2026
Website: knwealth.comreportedpublic record, Form ADV, Sep 18, 2026
Principal office phone: 614-791-4123reportedpublic record, Form ADV, Jul 21, 2026
Contact form: knwealth.com/contact-usreportedpublished by the firm, firm site, Sep 15, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $76.2Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026