| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 02/21/2019 |
| ADV Location | RICHMOND, VA, United States |
| Contact Info | 804 xxxxxxx |
| Websites |
| AUM* | 1,548,607,424 19% |
| of that, discretionary | 1,408,673,029 19% |
| Number of Employees | 13 |
| of those in investment advisory functions | 10 25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 816,346 7% |
| % High Net Worth | 98.61% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name KEITER | Filing Date05/29/2025 | Form ADV-E View Report |
| Accounting Firm Name KEITER CPA | Filing Date09/17/2024 | Form ADV-E View Report |
| Accounting Firm Name KEITER CPA | Filing Date09/18/2023 | Form ADV-E View Report |