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KELLER FINANCIAL GROUP
Legal name: KELLER FINANCIAL GROUP, INC.
CRD 328195File 801-128879
APPROVED
Retail clients
Filing as of Apr 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$135.3M
Bottom 25% of cohort (national)
Discretionary AUM
$130.9M
Non-discretionary $4.4M
Clients
89
89 accounts
Employees
2
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Oct 12, 2023
- Principal office
- 3815 MARKET STREET, CAMP HILL, PA, 17011
- Phone
- 717-516-0700
- Website
- https://www.kellercpa.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $135.3M
- Discretionary AUM
- $130.9M
- Non-discretionary AUM
- $4.4M
- Discretionary accounts
- 73
- Non-discretionary accounts
- 16
- Total accounts
- 89
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $913K |
| High net worth individuals | 24 | $116.5M |
| Pension and profit sharing plans | Fewer than 5 | $2.1M |
| Individuals (other than high net worth individuals) | 60 | $15.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- 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 individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 1 | 2 | increased by1 |
| Apr 1, 2026 | Clients | 76 | 89 | increased by13 |
| Apr 1, 2026 | AUM | $134,964,415 | $135,325,616 | increased by$361,201 |
| Apr 1, 2026 | Accounts | 79 | 89 | increased by10 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KELLER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KELLER FINANCIAL” 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.