CRD: 110134
Keating Investment Counselors INC
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- Custodian
- Capital Group · Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-19-1983
- Office Locations
- 1
Office Locations
About Keating Investment Counselors INC
Keating Investment Counselors is a fee-only, fiduciary investment manager providing personalized portfolio management and financial planning for individual investors and pension plans. The team applies a Buffett-style value discipline, emphasizing quality stocks bought at discounts, dividend income, and tax-efficient, low-turnover portfolios with capital preservation in mind; clients receive quarterly strategy outlooks and detailed written review rationales. Founded in 1983 with CFA credentialed staff.
Reported data analysis
What the numbers show
Between December 16, 2025 and April 7, 2026, reported AUM increased 11.5%, from $343.5M to $383.1M.
Across 5 reported observations, AUM increased 31.0% between September 23, 2022 and April 7, 2026, from $292.5M to $383.1M.
Of the latest reported AUM, 98.7% is discretionary and 1.3% is non-discretionary.
The firm reports 2 advisory representatives and 157 clients, or 78.5 clients per representative. That equates to $2.4M in reported AUM per client.
The profile lists 1 reported office location and 43 years in operation. The source data was last updated on April 7, 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
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
RICHARD TRAVIS KEATING
Chief Compliance Officer, INVESTMENT ANALYST, PORTFOLIO MANAGER, President
- CRD
- #5384932
- Ownership
- 75% or more
ANA ISABEL KEATING
Secretary, TREASURER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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PABLO CAVANAGH
Managing Member
- CRD
- #6445920
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $378,071,403 | $1,038,658 |
| Non-Discretionary | $5,011,961 | $2,505,981 |
| Total | $383,083,364 | $1,046,676 |
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Separately Managed Accounts
SMA allocation detail is available
Keating Investment Counselors INC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Keating Investment Counselors INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.