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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-18-2012
- Office Locations
- 1
Office Locations
About Keith Kelvin Anderson
Keith K. Anderson is an independent investment advisor in Santa Fe, NM, partnering with clients to align an investment plan with their broader life plan. The firm provides ongoing guidance, monitoring, and discipline, with a focus on asset allocation and portfolio construction using mutual funds and ETFs, plus insurance-related planning support. Custody relationships include Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between May 16, 2011 and January 23, 2012, reported AUM decreased 16.7%, from $54.0M to $45.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 29 clients, or 29 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 14 years in operation. The source data was last updated on February 10, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
KEITH KELVIN ANDERSON
Chief Compliance Officer, General Partner, Owner
- CRD
- #2296552
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | $762,712 |
| Non-Discretionary | $55,000,000 | -- |
| Total | $55,000,000 | $762,712 |
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Separately Managed Accounts
SMA allocation detail is available
Keith Kelvin Anderson has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.