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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-18-2007
- Office Locations
- 9
Office Locations
About Keating Financial Advisory Services
Keating Financial Advisory Services is a Manhattan-based RIA with 9 offices. The firm has been operating for 18 years. Managing $1.5B in total assets under management, with 25 advisory representatives. They custody assets with Charles Schwab & Company and Raymond James.
Reported data analysis
What the numbers show
Between November 7, 2025 and March 31, 2026, reported AUM increased 339.5%, from $330.0M to $1.5B.
Across 5 reported observations, AUM increased 312.4% between September 21, 2022 and March 31, 2026, from $351.6M to $1.5B.
Of the latest reported AUM, 62.4% is discretionary and 37.6% is non-discretionary.
The firm reports 25 advisory representatives and 5,320 clients, or 212.8 clients per representative. That equates to $272.6K in reported AUM per client.
The profile lists 9 reported office locations and 18 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Keating Financial Advisory Services record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PATRICK JEROME KEATING
Advisor, President
- CRD
- #2333748
- Ownership
- 75% or more
QUINN MARIE JACOBS
Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Andrew Philip Billard
--
- CRD
- #7304581
Dinah Frances Bird-Westerfield
--
- CRD
- #2131274
Showing 2 of 31 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $905,187,151 | $246,981 |
| Non-Discretionary | $545,083,683 | $191,190 |
| Total | $1,450,270,834 | $222,571 |
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Separately Managed Accounts
SMA allocation detail is available
Keating Financial Advisory Services has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Keating Financial Advisory Services's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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