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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-12-1999
- Office Locations
- 3
Office Locations
About KEB Wealth Advisors
KEB Wealth Advisors provides fiduciary wealth management for individuals and families, pairing goals-based financial planning with ongoing investment management and proactive tax, estate, and retirement planning. The team focuses on minimizing unnecessary tax consequences and adapting plans as life changes, with client assets supported on major custodial platforms including Schwab and Fidelity.
Reported data analysis
What the numbers show
Between September 17, 2025 and January 29, 2026, reported AUM increased 20.4%, from $1.1B to $1.3B.
Across 5 reported observations, AUM increased 51.3% between March 4, 2022 and January 29, 2026, from $842.3M to $1.3B.
Of the latest reported AUM, 94.1% is discretionary and 5.9% is non-discretionary.
The firm reports 13 advisory representatives and 723 clients, or 55.6 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 3 reported office locations and 27 years in operation. The source data was last updated on January 29, 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
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full KEB Wealth Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JONATHAN MARC CARTER
Associate Wealth Advisor
- CRD
- #2933272
- Ownership
- 5% but less than 10%
STEVEN MATTHEW DUMSTORFF
Partner
- CRD
- #4487691
- Ownership
- 5% but less than 10%
Showing 2 of 3 owners & executives
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ROBERT SHAWN BARRALE
Partners
- CRD
- #1839861
RILEY CHRISTOPHER BEAL
ASSOCIATE WEALTH ADVISOR
- CRD
- #8172106
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,199,872,013 | $512,985 |
| Non-Discretionary | $74,616,744 | $1,776,589 |
| Total | $1,274,488,757 | $535,275 |
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Separately Managed Accounts
SMA allocation detail is available
KEB Wealth Advisors has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
KEB Wealth Advisors's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.