KEATING FINANCIAL ADVISORY SERVICES
  • KEATING FINANCIAL ADVISORY SERVICES
  • CONVERSE TEAM
  • WEDDLE TEAM
  • PURPOSEFUL WEALTH ADVISORS
  • PISCES WEALTH TEAM
  • KEATING KC
  • KEATING FINANCIAL ADVISORY SERVICES, INC.
  • KEATING FINANCIAL ADVISORY SERVICES, INC
  • KEATING & ASSOCIATES
  • STEADFAST WEALTH GROUP
  • HILLSIDE WEALTH
  • FIRESIDE WEALTH PLANNING SOLUTIONS

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Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 10/21/2022
Other registrations (7)
ADV Location MANHATTAN, KS, United States
Contact Info 785 xxxxxxx
Websites
AUM* 1,450,270,834 390%
of that, discretionary 905,187,151 100%
Number of Employees 65 117%
of those in investment advisory functions 25 -4%
Private Fund GAV* 0
Avg Account Size 222,571 -89%
% High Net Worth 4.44% 100%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Banking or thrift institutions
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Other

Advisory Activities

- Financial planning services
- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

905M 776M 647M 517M 388M 259M 129M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker037833100 Stock NameAPPLE INC $ Position$137,848,861 % Position18.00% $ Change14.00% # Change0.00%
Stck Ticker25434V104 Stock NameDIMENSIONAL ETF TRUST $ Position$55,245,290 % Position7.00% $ Change32.00% # Change15.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$31,930,195 % Position4.00% $ Change17.00% # Change2.00%
Stck Ticker922908363 Stock NameVANGUARD INDEX FDS $ Position$29,695,385 % Position4.00% $ Change66.00% # Change44.00%
Stck Ticker25434V831 Stock NameDIMENSIONAL ETF TRUST $ Position$16,192,540 % Position2.00% $ Change30.00% # Change14.00%
Stck Ticker78462F103 Stock NameSTATE STR SPDR S&P 500 ETF T $ Position$11,897,587 % Position2.00% $ Change15.00% # Change0.00%
Stck Ticker46138E339 Stock NameINVESCO EXCH TRADED FD TR II $ Position$18,572,301 % Position2.00% $ Change149.00% # Change73.00%
Stck Ticker45782C318 Stock NameINNOVATOR ETFS TRUST $ Position$3,815,501 % Position1.00% $ Change8.00% # Change4.00%
Stck Ticker25434V203 Stock NameDIMENSIONAL ETF TRUST $ Position$9,429,348 % Position1.00% $ Change22.00% # Change15.00%
Stck Ticker25434V302 Stock NameDIMENSIONAL ETF TRUST $ Position$4,984,709 % Position1.00% $ Change38.00% # Change16.00%