$135.3M Total AUM
$130.9M Disc. AUM
-- 3Y CAGR
2 Employees
91 ADV. Clients
2 yrs Firm Age
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- Custodian
- Assetmark
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 10-12-2023
- Office Locations
- 1
Office Locations
3815 Market Street Camp Hill PA
About Keller Financial Group
Keller Financial Group is a Pennsylvania CPA-led firm providing tax planning, tax preparation, and accounting alongside goal-based financial guidance. For wealth management, the firm works through Vista Wealth Management. Suited for clients who value integrated tax-aware planning and close, personal attention.
Team overview
-- AVG AGE
$67.7M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
1.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age
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Asset Classes
Vector matrix Unison value Catalyst vital Beacon horizon Atlas ember Pathway matrix
Custodian
Catalyst beacon
Investment Themes
Value catalyst Beacon Vector
Investment Vehicles
Timber ridge
Services
Zenith Catalyst North fusion Pathway Summit horizon Ridge fusion Horizon matrix
Technology
Meridian
Owner & Executives
D
DWAYNE DAVID KELLER
Chief Compliance Officer, Director, Managing Member, President
- CRD
- #3119453
- Ownership
- 75% or more
(236) 261-2625
atlas.timber@signalcapital.com
in linkedin.com/in/vertex-timber
Showing 1 of 1 owners & executives
Unlock allContacts
D
Drew Walter Keller
--
- CRD
- #8246600
(668) 377-1388
alpha.matrix@foundationcapital.com
in linkedin.com/in/crest-pathway
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $130,934,696 | $1,793,626 |
| Non-Discretionary | $4,390,920 | $274,433 |
| Total | $135,325,616 | $1,520,513 |
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Separately Managed Accounts
Total SMA Asset: $135,325,616
Public Funds:
68.4% Cash:
31.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $668,073,987 | 68.4% |
| Cash | $308,642,368 | 31.6% |
| Total | $976,716,355 | 100.0% |