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- Custodian
- Axos · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-13-2018
- Office Locations
- 14
Office Locations
About Financial Transparency
Financial Transparency is an RIA serving clients and supporting independent advisors nationwide. The firm provides financial planning and portfolio construction/management and helps investors understand the role and relative performance of each holding. For advisors, it offers back-office support while keeping the advisor’s own brand, including “Sell & Stay” succession/retirement plans. Typical custody through Axos Advisor Services and Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
EMILY THERESE KEAGLE
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #4429868
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEVEN BANKLER
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- CRD
- #4215092
WILLIAM JAMES BRESETT JR
Partner
- CRD
- #4484379
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $317,609,334 | $635,219 |
| Non-Discretionary | $4,649,616 | $4,649,616 |
| Total | $322,258,950 | $643,231 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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