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KEB WEALTH ADVISORS
Legal name: KEB ASSET MANAGEMENT, LLC
CRD 117935File 801-62965
APPROVED
Retail clients
Custody
Filing as of Jan 29, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.27B
Above cohort median (national)
Discretionary AUM
$1.20B
Non-discretionary $74.6M
Clients
696
2,381 accounts
Employees
17
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 7, 2004
- Principal office
- 3200 ROBBINS ROAD, SUITE 200A, SPRINGFIELD, IL, 62704
- Phone
- (217) 789-0960
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.27B
- Discretionary AUM
- $1.20B
- Non-discretionary AUM
- $74.6M
- Discretionary accounts
- 2,339
- Non-discretionary accounts
- 42
- Total accounts
- 2,381
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $23.2M |
| Charitable organizations | Fewer than 5 | $773K |
| High net worth individuals | 344 | $1.15B |
| Pension and profit sharing plans | 21 | $7.1M |
| Individuals (other than high net worth individuals) | 318 | $93.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
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 11This 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.