KEATING FINANCIAL ADVISORY SERVICES, INC.
DBA: KEATING FINANCIAL ADVISORY SERVICES
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $1.45B |
| Discretionary | $905.2M62% of AUM |
| Non-Discretionary | $545.1M |
| Client Accounts | 6,516 |
| Avg Account Size | $223K |
| Employees | 65 |
| Peak AUM | $1.45BMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +339.5% | +72.1% | — | |
| Discretionary AUM | $905M | ||||
Key Metrics
| Total AUM | $1.45B |
| Discretionary | $905.2M |
| Employees | 65 |
| Client Accounts | 6516 |
| Client Range | 26-50 |
Contact & Location
Address
1011 POYNTZ AVENUE
MANHATTAN KS 66502
Phone
785-537-0366
Filing History
15 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$905M
62.4% of AUM
Non-Discretionary
$545M
37.6% of AUM
Disc. mix ▲ 62.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Corporations
Other
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Pension Consultant