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Keller Investment Management Inc (Glenville)


Keller Investment Management Inc is a mid-sized advisory firm based in Glenville. It manages $57.69 million of regulatory assets for 115 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Indiana and North Carolina.




Keller Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Keller Investment Management: assets under management

The assets under management (AUM) of Keller Investment Management Inc is $57.69 million. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $56.01 million in discretionary accounts and $1.68 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $495.68 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $841.5 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Keller Investment Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Glenville

The principal office where Keller Investment Management Inc performs its advisory services is located at 1361 Wandering Ridge Dr, Glenville, NC 28736 8394 The mailing address of the firm is Po Box 3267, Cashiers, NC 28717 3267. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 828-743-9929 or by fax 828-743-9929. The normal business hours are 9am to 5pm on Monday - Friday.


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