$9.7M Total AUM
$9.7M Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- GlacierUnison
- Established Date
- 06-28-2010
- Office Locations
- 1
Office Locations
-- Deland FL
About Kehoe Investment Services, INC
Kehoe Financial Advisors is a DeLand, FL fiduciary practice founded in 1982 that provides ongoing financial planning and guidance for individuals, families, and business owners through life transitions. The team builds risk-aware, goals-based strategies, with portfolios heavily tilted to ETFs and cash, and emphasizes consistent, dependable client service.
Team overview
-- AVG AGE
$9.7M AVG AUM / ADVISOR
$965.7K AVG AUM / CLIENT
7.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Unlock to see real insight on delta catalyst.
Premium access reveals conviction themes in momentum optima.
Premium access reveals conviction themes in pathway alpha matrix.
Unlock to compare peer behavior around beacon harbor.
Full visibility includes strategy notes for frontier value ember.
Upgrade to reveal position-level detail across unison legacy.
Unlock to see real insight on wave zenith capital.
See the complete signal summary connected to prime.
Asset Classes
Vertex Beacon horizon Peak wave
Client Personas
Value bridge
Custodian
Eagle value Atlas quantum Wave Signal momentum Ember vertex Pathway harbor Matrix vertex Optima
Investment Themes
Optima Capital Vital foundation Vector
Investment Vehicles
Matrix Optima
Services
Oak atlas Wave Bridge eagle Element quantum Catalyst Optima Matrix catalyst Meridian
Technology
Meridian Meridian quantum
Owner & Executives
J
JUDY ANN KEHOE
President
- CRD
- #2963040
- Ownership
- 75% or more
(479) 760-9853
alpha.ember@pioneercapital.com
in linkedin.com/in/insight-catalyst
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,657,440 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,657,440 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $9,657,440
Equity - Exchange:
45.6% Cash:
54.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,105,836,491 | 45.6% |
| Cash | $1,319,243,533 | 54.4% |
| Total | $2,425,080,024 | 100.0% |