$1.5B Total AUM
$905.2M Disc. AUM
72.2% 3Y CAGR
65 Employees
5,320 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 10-18-2007
- Office Locations
- 9
Office Locations
1011 Poyntz Ave. Manhattan KS
10985 Cody Street Suite 220 Overland Park KS
1639 N Alpine Road Suite 103 Rockford IL
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.
Team overview
42 AVG AGE
$58.0M AVG AUM / ADVISOR
$272.6K AVG AUM / CLIENT
6.5 yrs AVG TENURE
65 Employees
25 Advisory Reps
30 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
PATRICK JEROME KEATING
Advisor, President
- CRD
- #2333748
- Ownership
- 75% or more
Available
Available
Available
Q
QUINN MARIE JACOBS
Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 4 owners & executives
Unlock allContacts
Andrew Philip Billard
--
- CRD
- #7304581
Available
Available
Available
Dinah Frances Bird-Westerfield
--
- CRD
- #2131274
Available
Available
Available
Showing 2 of 31 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Derivatives:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | 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 |
Continue browsing