K
$5.7M Total AUM
$400.0K Disc. AUM
-- 3Y CAGR
1 Employees
4 ADV. Clients
0 yrs Firm Age
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- Custodian
- Jackson National Life
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-16-2026
- Office Locations
- 1
Office Locations
-- Jackson WY
About Keller Investment Advisors LLC
Keller Investment Advisors LLC is a Jackson-based RIA. The firm has been operating for 0 years. Managing $5.7M in total assets under management, with 1 advisory representatives. They custody assets with Jackson National Life.
Team overview
-- AVG AGE
$5.7M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
0.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
0yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JAMES RICHARD KELLER Jr
Chief Executive Officer
- CRD
- #5109339
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $400,000 | -- |
| Non-Discretionary | $5,300,000 | -- |
| Total | $5,700,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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