KEELER THOMAS MANAGEMENT LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Utah, United States

Employees

Total Number of Employees	13
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	7
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	4
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	813	$321.3M
Non-Discretionary	11	$17.1M
Total	824	$338.4M

Clients

Type	Number	RAUM
Individuals	256	$101.0M
HNW Individuals	67	$216.5M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	15	$20.9M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	5
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	11-25

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)1) WEALTH MANAGEMENT 2) PORTFOLIO MONITORING AND REVIEW
Compensation	% of AUMHourly chargesFixed feesCommissions

Identifiers

SEC RIA File Number	801-100354
SEC ERA File Number	801-100354
SEC CIK Numbers	1730660
SEC CRD Numbers	109522
Legal Entity Identifier	None

Principal Office

1327 SOUTH 800 EAST
OREM
UT
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic