# Keller Wealth Advisors

Keller Wealth Advisors is a Bank / Wealth / Trust based in Victoria, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Victoria, United States
- **Region:** North America
- **Address:** Victoria, TX, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** kmhwealth.com
- **LinkedIn:** https://www.linkedin.com/company/kellerwealthadvisors

## Regulatory record

- **CRD number:** 111610
- **SEC file number:** 801-55234
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-15T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/111610

## About

Founded in 2008 and headquartered in Victoria, Texas, Keller Wealth Advisors is a registered investment advisor built to serve individuals, corporations, and charitable organizations in South Texas. The firm provides financial planning and discretionary portfolio management, operating from a single location that places it at the center of the Crossroads economic region. The firm's RIA structure permits it to source third-party managers and model portfolios while maintaining direct client relationships. The approach avoids proprietary product mandates, giving the advisor flexibility to select across the broader asset management universe for each client mandate. The firm is led by its founder and draws on a compact team structure characteristic of regional RIAs. Its geographic focus remains concentrated in the Victoria metropolitan area, a Gulf Coast hub whose wealth base is tied to energy, agriculture, and petrochemical manufacturing. This local embeddedness shapes a client book heavily weighted toward first-generation wealth and closely held business exit planning. Keller Wealth Advisors' structural differentiator lies in its position as a locally rooted RIA in a market dominated by bank trust departments and national wirehouses. The independent fiduciary model allows it to offer open-architecture investment solutions without the conflicts inherent in proprietary product distribution — a posture that resonates with business owners who prefer a single, trusted advisor relationship centered in their own community rather than a distant regional hub.

## Questions

### Is Keller Wealth Advisors a fiduciary?

Yes. As a registered investment advisor, Keller Wealth Advisors is held to the fiduciary standard under the Investment Advisers Act of 1940. This means the firm is legally obligated to act in its clients' best interests, placing client needs ahead of its own when recommending investments or constructing portfolios.

## Related profiles

- [Keller Group](https://altss.com/profile/keller-group-plc)
- [Kelley Investments](https://altss.com/profile/kelley-investments)

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

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