CRD: 315951
Keturi Investment Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-21-2022
- Office Locations
- 1
Office Locations
About Keturi Investment Management, LLC
KETURI Investment Management is an Oregon-based RIA managing long-term portfolios for individuals and families, with retail and institutional relationships. The firm emphasizes a principles-driven process and invests alongside clients, with success measured beyond short-term returns. Portfolios are built primarily with ETFs and disciplined asset allocation across public equity and fixed income, typically custodied at Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 13 clients, or 2.6 clients per representative. That equates to $5.3M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on January 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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The full Keturi Investment Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MARTEN ROBERT ZAGUNIS
Chief Operations Officer, VICE PRESIDENT
- CRD
- --
- Ownership
- Less than 5%
ROBERT FRANK ZAGUNIS
Chairman, Chief Compliance Officer
- CRD
- #2314693
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Gustav Raymond Light
--
- CRD
- #7439521
Showing 1 of 3 contacts
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $68,603,187 | -- |
| Non-Discretionary | $0 | -- |
| Total | $68,603,187 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Keturi Investment Management, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.