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KEELER & NADLER FAMILY WEALTH

DUBLIN, OH · CRD 173079 · IAPD ↗ · knwealth.com · 614-791-4123

$609.9MRegulatory AUM
9Advisory reps
13Employees
17Clients
More than 500Planning clients
0Private funds
14States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2026 — KEELER & NADLER FAMILY WEALTH notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — KEELER & NADLER FAMILY WEALTH reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
April 2026 — KEELER & NADLER FAMILY WEALTH now reports custody of client assets ($117.7M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2026 — KEELER & NADLER FAMILY WEALTH crossed $500M in regulatory AUM ($477.8M -> $609.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2026 — KEELER & NADLER FAMILY WEALTH grew from 7 to 9 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
August 2024 — KEELER & NADLER FAMILY WEALTH notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.