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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FoundationAlpha frontier +more
- Established Date
- 10-14-2014
- Office Locations
- 1
Office Locations
About Keeler & Nadler Family Wealth
Keeler & Nadler Family Wealth is a Dublin, Ohio fiduciary firm serving the Columbus area with comprehensive wealth management, retirement, tax and legacy planning, plus corporate retirement plan services for 401(k), 403(b) and cash balance plans. Custodied with Charles Schwab, the team also publishes insights and hosts the Financial Opportunities Uncovered podcast.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MARK D BEAVER
Financial Advisor, General Partner, PARTNER, SENIOR FINANCIAL ADVISOR
- CRD
- #5828596
- Ownership
- Less than 5%
Timothy Joseph Burkett
DIRECTOR OF OPERATIONS
- CRD
- #6995624
- Ownership
- Less than 5%
Beacon momentum
Eagle meridian
- CRD
- #39167
- Ownership
- 23.8%
Showing 2 of 3 owners & executives
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JESSICA ANNE Hultberg
Financial Advisor, General Partner
- CRD
- #6050597
Michael Klubnik
--
- CRD
- #7959488
Timber vector
Vector value horizon
- CRD
- #21843
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $565,127,747 | $285,562 |
| Non-Discretionary | $44,775,755 | $699,621 |
| Total | $609,903,502 | $298,533 |
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Separately Managed Accounts
Total SMA Asset: $609,903,502
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $580,105,031 | 13.3% |
| Cash | $2,791,482,856 | 64.0% |
| Equity - Exchange | $990,104,075 | 22.7% |
| Total | $4,361,691,962 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| NORTH FOUNDATION EMBER | MERIDIAN UNISON | S9TZ0M3SV | GXMZ | 7.06% | $92,261,159 |
| UNISON BEACON | SUMMIT GLACIER | ZICL9SELU | CUAE | 7.58% | $115,673,677 |
| HARBOR ATLAS CREST | PRIME SUMMIT | 0SLVJA74Z | OXZ | 8.34% | $54,291,150 |
| LEGACY QUANTUM INSIGHT | MOMENTUM DELTA | TYZ5F23WN | MBDJM | 3.80% | $37,696,571 |
| INSIGHT FUSION | CATALYST VALUE | IQZBYC0Q9 | LMLXZ | 6.35% | $5,743,480 |
| FOUNDATION VERTEX DELTA | WAVE EAGLE | KGBG6QFV4 | DLKBG | 8.67% | $115,813,420 |
| SIGNAL RADIAL QUANTUM | WAVE VECTOR | OLM9WYGYC | KUL | 1.08% | $58,930,134 |
| INSIGHT CREST | PATHWAY VECTOR | B2IK41FU6 | VPVC | 10.82% | $63,623,792 |