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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Optima quantum
- Established Date
- 11-29-1999
- Office Locations
- 1
Office Locations
About Keidan Financial Consultants LLC
Keidan Financial Consultants, LLC is a Columbus, Ohio wealth management and financial planning firm serving individuals and entrepreneurs with portfolio management and planning across retirement, tax, estate, insurance, and business-succession needs. Portfolios emphasize public funds and ETFs with an asset-allocation and risk-management approach, and the firm custodies with Pershing. Named a Top 10 solo-advisor practice in AdvisorHub’s June 2024 “Advisors to Watch” list.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ROBERT STUART KEIDAN
Chief Compliance Officer, Investment Advisor Representative, President
- CRD
- #703469
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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ERIC STEVEN EBERTS
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- CRD
- #4898794
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $543,766,595 | $1,031,815 |
| Non-Discretionary | $31,164,078 | $1,558,204 |
| Total | $574,930,673 | $1,051,062 |
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Separately Managed Accounts
Total SMA Asset: $574,930,673
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,695,074,521 | 28.6% |
| Equity - Exchange | $628,244,403 | 10.6% |
| Cash | $1,890,660,043 | 31.9% |
| U.S. Government/Agency | $1,712,855,023 | 28.9% |
| Total | $5,926,833,990 | 100.0% |