# Keel Wealth Management

Keel Wealth Management is a Bank / Wealth / Trust based in Austin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** keelwealth.com
- **LinkedIn:** https://www.linkedin.com/company/keel-funds

## Regulatory record

- **CRD number:** 285682
- **SEC file number:** 801-108599
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-05T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285682

## About

Founded in 2016 and headquartered in Austin, Texas, Keel Wealth Management entered a market that was already one of the fastest-growing wealth corridors in the United States. Keel's disclosed service set covers portfolio management, retirement planning, and estate advisory. The inclusion of banks and thrifts as named client categories points to a deployment model that includes managing securities portfolios or providing advisory frameworks for community and regional financial institutions, a niche that sits between personal wealth management and institutional consulting. The firm's geographic footprint is centered on Texas, with no public office network beyond Austin, implying a concentrated local and regional client base rather than a national multi-family-office expansion play. Team size and total assets under management are not publicly disclosed by the firm. The lack of a public-facing brand platform, combined with zero known capital-markets transactions, places Keel in a category of quiet, relationship-driven practices that compete on personal trust rather than institutional scale or proprietary deal flow. Keel's structural distinction is regulatory rather than operational: its RIA registration mandates a fiduciary standard, requiring the firm to place client interests ahead of its own. For a bank-adjacent practice in a state with strong independent banking networks, that fiduciary wrapper can function as a genuine differentiator when providing advisory services to thrift institutions that might otherwise receive product-driven solutions from larger correspondent banks.

## Sectors

- Wealth Management
- Financial Services

## Related profiles

- [Keefe, Bruyette & Woods](https://altss.com/profile/keefe-bruyette-woods)
- [Keeler & Nadler Family Wealth](https://altss.com/profile/keeler-nadler-family-wealth)

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Last updated: 2026-08-11T02:43:31.692Z

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