K
CRD: 159027
Keaton Capital Management L.l.c.
Barrington, IL
8478304039
$13.0M Total AUM
$12.0M Disc. AUM
-- 3Y CAGR
1 Employees
130 ADV. Clients
12 yrs Firm Age
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- Custodian
- Prudential
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-29-2014
- Office Locations
- 1
Office Locations
-- Barrington IL
About Keaton Capital Management L.l.c.
Keaton Capital Management L.l.c. is a Barrington-based RIA. The firm has been operating for 12 years. Managing $13.0M in total assets under management, with 1 advisory representatives. They custody assets with Prudential. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
59 AVG AGE
$13.0M AVG AUM / ADVISOR
$100.0K AVG AUM / CLIENT
12.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Frontier unison
Client Personas
Legacy
Investment Themes
Oak
Investment Vehicles
Bridge
Services
Atlas prime Vertex Harbor
Owner & Executives
JERRY MICHAEL KEATON
President
- CRD
- #1649472
- Ownership
- 75% or more
(947) 690-7524
horizon.harbor@radialcapital.com
in linkedin.com/in/glacier-meridian
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,000,000 | -- |
| Non-Discretionary | $1,000,000 | -- |
| Total | $13,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,000,000
Equity - OTC:
17.3% Equity - Exchange:
8.5% Cash:
19.6% U.S. Government/Agency:
18.3% Derivatives:
16.6% Corporate - Investment Grade:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $938,051,046 | 17.3% |
| Equity - Exchange | $460,892,133 | 8.5% |
| Cash | $1,062,763,035 | 19.6% |
| U.S. Government/Agency | $992,273,650 | 18.3% |
| Derivatives | $900,095,224 | 16.6% |
| Corporate - Investment Grade | $1,068,185,296 | 19.7% |
| Total | $5,422,260,384 | 100.0% |