Keller Financial Group, Inc.
● SEC registered since 2023CRD 328195SEC# 801-128879Camp Hill, PA
Reg. AUM
$135.3M
Employees
2
Accounts
89
Location
Camp Hill, PA
Keller Financial Group, Inc. assets under management
Keller Financial Group, Inc. is a registered investment adviser overseen by the SEC based in Camp Hill, PA. The firm has been registered since 2023. It reports $135.3 million in regulatory assets under management and employs 2 people.
Keller Financial Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dwayne David Keller Control | Managing Member, President, And Chief Compliance Officer | Over 75% | 1998 |
Frequently asked questions
How much does Keller Financial Group, Inc. manage?
Keller Financial Group, Inc. reports $135.3 million in regulatory assets under management on its Form ADV.
How many employees does Keller Financial Group, Inc. have?
Keller Financial Group, Inc. reports 2 employees.
Where is Keller Financial Group, Inc. located?
Keller Financial Group, Inc. is based in Camp Hill, PA and has been SEC-registered since 2023.
Does Keller Financial Group, Inc. disclose fund performance?
Keller Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3815 Market Street, Camp Hill, PA 17011 |
| Phone | 717-516-0700 |
| Fax | N/A |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$135.3MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 86%
Larger than 14% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$135.3Mregulatory AUM
Discretionary $130.9MNon-discretionary $4.4M