Keeler Thomas Management LLC
● SEC registered since 2015CRD 109522SEC# 801-100354Orem, UT
Reg. AUM
$305.5M
Employees
12
Accounts
440
Location
Orem, UT
Keeler Thomas Management LLC assets under management
Keeler Thomas Management LLC operates as an SEC-registered investment adviser based in Orem, UT. The firm has been registered since 2015. It reports $305.5 million in regulatory assets under management and employs 12 people.
Keeler Thomas Management LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cary Wasden Control | Managing Member | 10-25% | 2023 |
| John Leonard Unice Control | Managing Member | Over 75% | 1989 |
| Nathaniel Eugene Evans Control | Chief Compliance Officer/General Manager | Under 5% | 2025 |
Frequently asked questions
How much does Keeler Thomas Management LLC manage?
Keeler Thomas Management LLC reports $305.5 million in regulatory assets under management on its Form ADV.
How many employees does Keeler Thomas Management LLC have?
Keeler Thomas Management LLC reports 12 employees.
Where is Keeler Thomas Management LLC located?
Keeler Thomas Management LLC is based in Orem, UT and has been SEC-registered since 2015.
Does Keeler Thomas Management LLC disclose fund performance?
Keeler Thomas Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1327 South 800 East, Orem, UT 84097 |
| Phone | 801-226-0800 |
| Fax | 801-226-6152 |
| Office hours | 8:00a.m. To 5:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$305.5M▼ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 62%
Larger than 38% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$305.5Mregulatory AUM
Discretionary $304.6MNon-discretionary $855K