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KEATING INVESTMENT COUNSELORS INC

CRD 110134File 801-19820
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Apr 7, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$383.1M
Below cohort median (national)
Discretionary AUM
$378.1M
Non-discretionary $5.0M
Clients
157
366 accounts
Employees
3
Above cohort median in FL

Identity & registration

ADV Item 1
Organization form
Corporation
Firm type
Registered
SEC region
MIRO
Registration date
Sep 19, 1983
Principal office
101 SE 6TH AVE, SUITE G, DELRAY BEACH, FL, 33483
Phone
561-278-7862

Assets & accounts

ADV Item 5F
Total regulatory AUM
$383.1M
Discretionary AUM
$378.1M
Non-discretionary AUM
$5.0M
Discretionary accounts
364
Non-discretionary accounts
2
Total accounts
366
AUM per client
$2.4M

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$114K
Investment companies1$96.9M
Charitable organizationsFewer than 5$8.4M
High net worth individuals85$246.3M
Pension and profit sharing plansFewer than 5$19.2M
Individuals (other than high net worth individuals)65$12.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Hourly charges
  • A percentage of assets under your management

Advisory activities

  • Other advisory activities
  • Portfolio management for investment companies
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
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
  • Q11
  • Q11D2
  • Q11D3
  • Q11D4
  • Q11D5

Filed changes

DateFieldFromToChange
Mar 1, 2026Clients154157increased by3
Mar 1, 2026AUM$343,463,477$383,083,364increased by$39,619,887
Mar 1, 2026Accounts369366decreased by3
Jan 1, 2026Employees43decreased by1
May 1, 2025
vs Oct 1, 2022
Employees34increased by1
May 1, 2025
vs Oct 1, 2022
Clients124154increased by30
May 1, 2025
vs Oct 1, 2022
AUM$292,499,412$343,463,477increased by$50,964,065
May 1, 2025
vs Oct 1, 2022
Accounts274369increased by95
Oct 1, 2022Employees43decreased by1
Apr 1, 2022Clients122124increased by2
Apr 1, 2022AUM$269,394,761$292,499,412increased by$23,104,651
Apr 1, 2022Accounts266274increased by8
May 1, 2021Employees34increased by1
Apr 1, 2021Registration—APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “KEATING INVESTMENT” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KEATING INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.

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.