Data / Investment advisers / Utah / Keeler Thomas Management LLC
Keeler Thomas Management LLC, Orem, UT: $306 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Keeler Thomas Management LLC is an SEC registered investment adviser with its main office in Orem, Utah and reports $306 million in regulatory assets under management in its Form ADV filed March 20, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Keeler Thomas Management LLC (CRD number 109522): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 109522
- SEC file number
- 801-100354
- SEC status
- Approved, effective June 15, 2015
- Main office
- 1327 South 800 East, Orem, UT 84097
- Phone
- (801) 226-0800
- Website
- keelerthomas.com
- Regulatory AUM
- $305,501,290 in the Form ADV filed March 20, 2026
- Discretionary AUM
- $304,645,800
- Non discretionary AUM
- $855,490
- Accounts
- 440
- Employees
- 12, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 56 | $253 million |
| Individuals (other than high net worth individuals) | 76 | $49.8 million |
| Corporations or other businesses | Fewer than 5 | $1.6 million |
| Charitable organizations | Fewer than 5 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $305.5 million | March 20, 2026 |
| December 1, 2025 | $379.3 million | May 28, 2025 |
Other advisers in Orem
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sandlot Partners, LLC | Orem | $934.5 million | 49 | adviserinfo.sec.gov |
| Peterson Wealth Advisors, LLC | Orem | $829.7 million | Not listed | adviserinfo.sec.gov |
| Squire Wealth Advisors | Orem | $586.7 million | Not listed | adviserinfo.sec.gov |
| Blue Barn Wealth | Orem | $317.1 million | Not listed | adviserinfo.sec.gov |
| The Professional Financial Company LLC | Orem | $246.1 million | Not listed | adviserinfo.sec.gov |
| Exponent Wealth LLC | Orem | $110.4 million | Not listed | adviserinfo.sec.gov |
| Glyptis Management de, LLC | Orem | Not listed | 9 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Orem, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Keeler Thomas Management LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.