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- Custodian
- Charles Schwab & Company ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2021
- Office Locations
- 1
Office Locations
About ON Keel Capital
On Keel Capital is a Mill Valley, CA registered investment adviser serving retail and institutional clients with portfolio management plus financial/wealth planning, including estate planning and insurance guidance. The firm emphasizes asset-allocation portfolios implemented with ETFs and mutual funds, with fixed income exposure and an ESG/socially responsible lens. It uses Dimensional Fund Advisors solutions and custodies through Charles Schwab and Wells Fargo.
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Investment Themes
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Owner & Executives
FREDERICK HUGHES BORDEN
Chief Compliance Officer, Managing Member
- CRD
- #853425
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,324,277 | -- |
| Total | $7,324,277 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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