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- Custodian
- Altruist · Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- FoundationGlacier glacier
- Established Date
- 03-23-2018
- Office Locations
- 1
Office Locations
About Keel & Long Financial Management, LLC
Keel & Long Financial Management is a fee-only, commission-free fiduciary RIA in Greenville, NC serving retail clients with goal-based financial planning and investment management. The firm supports investing, retirement, estate planning, and wealth preservation with an emphasis on long-term relationships and ongoing plan monitoring. Uses Nitrogen/Riskalyze “Risk Number” assessments to align portfolio risk to client goals.
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Owner & Executives
Don Frederick Keel
Chief Compliance Officer, Investment Advisor, MANAGING PRINCIPAL, PARTNER
- CRD
- #4623301
- Ownership
- 50% but less than 75%
THOMAS J LONG III
MANAGING PRINCIPAL, PARTNER
- CRD
- #5905132
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $75,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $426,237,884 | 23.0% |
| Equity - Exchange | $326,164,642 | 17.6% |
| U.S. Government/Agency | $1,100,805,667 | 59.4% |
| Total | $1,853,208,193 | 100.0% |