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Thomas Lane Keller

KMH WEALTH MANAGEMENT, LLC·VICTORIA, Texas
Unclaimed Profile
101 SOUTH MAIN ST. SUITE 300, VICTORIA, TX 77901-8142CRD# 3190293Firm CRD# 111610
01

About

Thomas Lane Keller is a registered financial advisor based in VICTORIA, Texas, affiliated with KMH WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
KMH WEALTH MANAGEMENT, LLC
KELLER WEALTH ADVISORS
AUM
$704M
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at KMH WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 3190293
Firm CRD# 111610
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Thomas Lane Keller offer?
Thomas Lane Keller specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in VICTORIA, Texas for a consultation.
What are Thomas Lane Keller's credentials?
Thomas Lane Keller is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Lane Keller located?
Thomas Lane Keller is based in VICTORIA, Texas, working with KMH WEALTH MANAGEMENT, LLC. Their office serves clients in the VICTORIA metropolitan area and surrounding communities.
How does Thomas Lane Keller charge for services?
Thomas Lane Keller's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KMH WEALTH MANAGEMENT, LLC?
KMH WEALTH MANAGEMENT, LLC has approximately 12 employees and manages $704M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VICTORIA
David Scott Sather — SATHER FINANCIAL GROUP, INC.Warren Alben Udd — SATHER FINANCIAL GROUP, INC.Kyle Wesley Noack — KMH WEALTH MANAGEMENT, LLCDavid Benjamin Faskas — KMH WEALTH MANAGEMENT, LLCPhyllis Ponder Keller — KMH WEALTH MANAGEMENT, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
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