K
CRD: 129359
Keepsake Management Inc.
Lexington, KY
8592214173
$23.8M Total AUM
$20.9M Disc. AUM
-- 3Y CAGR
1 Employees
63 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-02-2000
- Office Locations
- 1
Office Locations
-- Lexington KY
About Keepsake Management Inc.
Keepsake Management Inc. is a Lexington-based RIA. The firm has been operating for 26 years. Managing $23.8M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$23.8M AVG AUM / ADVISOR
$377.2K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Matrix Vertex crest
Client Personas
Bridge
Investment Themes
Radial beacon
Investment Vehicles
Zenith horizon
Services
Wave horizon Eagle Alpha Signal capital Atlas
Owner & Executives
C
CHRISTOPHER LINTON CHAMBERLAIN
DIRECTOR, President, Secretary, TREASURER
- CRD
- #2483900
- Ownership
- 75% or more
(547) 412-6508
radial.delta@oakcapital.com
in linkedin.com/in/insight-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,922,668 | -- |
| Non-Discretionary | $2,840,708 | -- |
| Total | $23,763,376 | -- |
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Separately Managed Accounts
Total SMA Asset: $23,763,376
Equity - OTC:
25.6% Equity - Exchange:
40.5% Cash:
33.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $756,902,921 | 25.6% |
| Equity - Exchange | $1,197,444,074 | 40.5% |
| Cash | $1,002,305,039 | 33.9% |
| Total | $2,956,652,034 | 100.0% |