CRD: 109522
Keeler Thomas Management LLC
Orem, UT, 84097
8012260800
$305.5M Total AUM
$304.6M Disc. AUM
-- 3Y CAGR
12 Employees
145 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2003
- Office Locations
- 2
Office Locations
1327 South 800 East Orem UT
617 N Vernal AVE Suite 4 Vernal UT
About Keeler Thomas Management LLC
Keeler Thomas Management LLC is a Orem-based RIA with 2 offices. The firm has been operating for 23 years. Managing $305.5M in total assets under management, with 7 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Charitable Giving, Estate Planning, Financial Planning.
Team overview
68 AVG AGE
$43.6M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
5.1 yrs AVG TENURE
12 Employees
7 Advisory Reps
4 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Capital Alpha focus Element harbor
Client Personas
Peak focus
Investment Themes
Foundation Element
Investment Vehicles
North vertex
Services
Peak optima Momentum vector Radial Summit Signal signal Insight Legacy delta Radial crest
Owner & Executives
JOHN LEONARD UNICE
Managing Member, Senior Partner
- CRD
- #868350
- Ownership
- 75% or more
(572) 580-6359
radial.element@wavecapital.com
in linkedin.com/in/foundation-beacon
CARY WASDEN
Advisor, Managing Member
- CRD
- --
- Ownership
- 10% but less than 25%
(266) 602-5549
crest.atlas@vitalcapital.com
in linkedin.com/in/pioneer-value
M
Momentum atlas
Horizon foundation
- CRD
- #59671
- Ownership
- 39.7%
(831) 837-9285
prime.optima@beaconcapital.com
in linkedin.com/in/crest-peak
Showing 2 of 3 owners & executives
Unlock allContacts
CASEY MARK MONSEN
Financial Advisor, General Partner
- CRD
- #5594984
(633) 227-9978
wave.crest@matrixcapital.com
in linkedin.com/in/north-delta
G
GABRIEL JOHN SMITH
Associate Advisor
- CRD
- #7974419
(618) 601-5524
delta.ridge@insightcapital.com
in linkedin.com/in/crest-vertex
F
Focus radial
Ember element vector
- CRD
- #80224
(340) 876-4582
unison.element@peakcapital.com
in linkedin.com/in/glacier-oak
Showing 2 of 6 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $304,645,800 | $698,729 |
| Non-Discretionary | $855,490 | $213,873 |
| Total | $305,501,290 | $694,321 |
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Separately Managed Accounts
Total SMA Asset: $305,501,290
Public Funds:
21.4% Equity - Exchange:
19.5% Cash:
8.9% Other:
12.3% U.S. Government/Agency:
13.8% Municipal Bonds:
12.0% Private Funds:
12.1% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $604,298,050 | 21.4% |
| Equity - Exchange | $550,645,419 | 19.5% |
| Cash | $251,320,217 | 8.9% |
| Other | $347,330,188 | 12.3% |
| U.S. Government/Agency | $389,687,528 | 13.8% |
| Municipal Bonds | $338,858,720 | 12.0% |
| Private Funds | $341,682,542 | 12.1% |
| Total | $2,823,822,664 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| TIMBER QUANTUM VALUE | TIMBER INSIGHT | GU4EWOQVY | WQXPR | 3.61% | $35,222,608 |
| CATALYST UNISON | ZENITH TIMBER | LCY4Z44DJ | PNH | 8.88% | $22,501,517 |
| RIDGE VERTEX | CAPITAL EAGLE | FWOFCUHEO | VYP | 8.69% | $97,814,348 |
| PEAK HORIZON | HARBOR PRIME | 57PVDWESO | XVG | 9.24% | $59,891,899 |
| FRONTIER FRONTIER | CREST FOUNDATION | FNA64RDTF | UPARL | 2.32% | $42,900,135 |
| SIGNAL CREST CATALYST | VECTOR GLACIER | N6SSP70ZS | KIR | 7.22% | $98,753,071 |
| TIMBER RIDGE CREST | ELEMENT MATRIX | CJ7TLI6BR | HHYTM | 1.31% | $84,201,261 |
| HARBOR VALUE | ZENITH SUMMIT | 8M81A3UO2 | BZWAP | 2.62% | $94,560,226 |