CRD: 110134
Keating Investment Counselors INC
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- Custodian
- Capital Group · Charles Schwab & Company · Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Signal timberFrontier
- 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.
Team overview
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Asset Classes
Client Personas
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Investment Themes
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Technology
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
Total SMA Asset: $286,166,754
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $456,201,835 | 35.2% |
| Public Funds | $373,256,046 | 28.8% |
| U.S. Government/Agency | $150,339,241 | 11.6% |
| Cash | $316,230,817 | 24.4% |
| Total | $1,296,027,939 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CREST MERIDIAN | UNISON TIMBER | M21LQLEE4 | LWXCZ | 4.49% | $24,493,412 |
| VERTEX RIDGE | VERTEX MERIDIAN | 09C5RKEO2 | VFMS | 9.56% | $24,992,039 |
| ATLAS PEAK MERIDIAN | PIONEER FOUNDATION | KLSDWEE0T | PBR | 0.97% | $119,526,109 |
| MERIDIAN MERIDIAN VITAL | VITAL HARBOR | UEV4H4RQI | XFFZ | 10.63% | $83,414,242 |
| VITAL FOUNDATION | LEGACY CAPITAL | 6QLUAIAFA | HLVQG | 6.79% | $105,239,568 |
| OAK UNISON FOUNDATION | PATHWAY EAGLE | HTEZ31FWX | NLO | 5.13% | $38,396,739 |
| BEACON CATALYST | EMBER PIONEER | NCI9VH8D4 | UOH | 2.87% | $81,132,114 |
| EMBER GLACIER PEAK | EAGLE ZENITH | ME9Z95EBP | DNE | 4.47% | $90,269,252 |