CRD: 117935
KEB Wealth Advisors
$1.3B Total AUM
$1.2B Disc. AUM
-- 3Y CAGR
17 Employees
723 ADV. Clients
26 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Zenith value
- Established Date
- 07-12-1999
- Office Locations
- 3
Office Locations
3200 Robbins Road Suite 200a Springfield IL
ONE Memorial Drive Suite 950 St. Louis MO
-- St. Louis MO
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.
Team overview
46 AVG AGE
$98.0M AVG AUM / ADVISOR
$1.8M AVG AUM / CLIENT
9.1 yrs AVG TENURE
17 Employees
13 Advisory Reps
13 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Wave Vector vector Atlas delta Pioneer
Client Personas
Meridian timber
Custodian
North glacier Vertex Unison signal Catalyst Glacier
Investment Themes
Eagle Matrix atlas Pathway
Investment Vehicles
Bridge
Services
Glacier foundation Catalyst Eagle Foundation delta Alpha Catalyst unison Pioneer Wave prime Eagle eagle
Technology
Alpha fusion
Owner & Executives
J
JONATHAN MARC CARTER
Associate Wealth Advisor
- CRD
- #2933272
- Ownership
- 5% but less than 10%
(948) 485-3680
summit.harbor@pathwaycapital.com
in linkedin.com/in/vertex-fusion
S
STEVEN MATTHEW DUMSTORFF
Partner
- CRD
- #4487691
- Ownership
- 5% but less than 10%
(511) 676-8392
optima.zenith@optimacapital.com
in linkedin.com/in/bridge-catalyst
F
Frontier value
Element horizon capital
- CRD
- #95035
- Ownership
- 38.9%
(568) 723-8074
capital.vertex@unisoncapital.com
in linkedin.com/in/atlas-matrix
Showing 2 of 3 owners & executives
Unlock allContacts
R
ROBERT SHAWN BARRALE
--
- CRD
- #1839861
(922) 303-7845
vertex.peak@embercapital.com
in linkedin.com/in/summit-oak
R
RILEY CHRISTOPHER BEAL
--
- CRD
- #8172106
(906) 817-1865
legacy.zenith@glaciercapital.com
in linkedin.com/in/ridge-eagle
C
Crest focus
Summit signal
- CRD
- #77568
(945) 312-7237
pathway.element@pioneercapital.com
in linkedin.com/in/radial-crest
Showing 2 of 13 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $1,274,488,757
Public Funds:
16.9% Cash:
10.8% U.S. Government/Agency:
10.6% Equity - Exchange:
18.2% Municipal Bonds:
16.5% Other:
8.7% Private Funds:
18.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,159,140,306 | 16.9% |
| Cash | $740,752,385 | 10.8% |
| U.S. Government/Agency | $727,034,748 | 10.6% |
| Equity - Exchange | $1,248,304,945 | 18.2% |
| Municipal Bonds | $1,131,705,033 | 16.5% |
| Other | $596,717,199 | 8.7% |
| Private Funds | $1,255,163,763 | 18.3% |
| Total | $6,858,818,379 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VITAL HORIZON | PEAK HARBOR | EMZXLM08F | ORKHZ | 9.50% | $100,375,684 |
| ALPHA BRIDGE | UNISON HARBOR | DGMCOWRU9 | HOQVH | 6.86% | $45,264,877 |
| OPTIMA NORTH | MATRIX FUSION | FWIZ2E62K | WTT | 4.66% | $32,394,574 |
| ALPHA CATALYST | HORIZON VERTEX | YMMMWSJNL | RPVS | 2.89% | $44,444,425 |
| INSIGHT QUANTUM LEGACY | VERTEX VALUE | MVSM61YYV | TBHOS | 11.52% | $55,871,774 |
| RIDGE PEAK FOCUS | MOMENTUM WAVE | CXJ0HMHCL | RWZTC | 11.79% | $84,356,354 |
| PIONEER PIONEER PATHWAY | WAVE VERTEX | ZSFMDKJ0Q | XSQ | 10.40% | $55,594,825 |
| EMBER FUSION CATALYST | VITAL MOMENTUM | 7PNBPHJ34 | BZVJV | 0.73% | $71,617,113 |