KEELER THOMAS MANAGEMENT LLC

CRD 109522File 801-100354

APPROVED

Retail clients

Custody

Filing as of Mar 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$305.5M

Below cohort median (national)

Discretionary AUM

$304.6M

Non-discretionary $855K

Clients

132

440 accounts

Employees

Below cohort median in UT

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jun 15, 2015
Principal office: 1327 SOUTH 800 EAST, OREM, UT, 84097
Phone: 801-226-0800
Website: HTTPS://WWW.KEELERTHOMAS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $305.5M
Discretionary AUM: $304.6M
Non-discretionary AUM: $855K
Discretionary accounts: 436
Non-discretionary accounts: 4
Total accounts: 440
AUM per client: $2.3M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.6M
Charitable organizations	Fewer than 5	$1.1M
High net worth individuals	56	$253.0M
Individuals (other than high net worth individuals)	76	$49.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.