Keating Financial Advisory Services
Registered investment adviser · Manhattan, KS · CRD #142772
Form ADV data as of 2026-09-01Regulatory assets
$1.45 billion
Total accounts
6,516
Employees
65
Disclosure events
0
Firm details
- Website: https://www.theweddleteam.com/
- Telephone: 785-537-0366
- SEC file number: 801-126770
- Most recent Form ADV filing: 2026-03-31
- SEC record: View this firm on the SEC's IAPD site
Disciplinary disclosures
This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.
Assets and accounts
| Provides continuous and regular supervisory or management services | Yes |
| Discretionary regulatory assets under management | $905.2 million |
| Non-discretionary regulatory assets under management | $545.1 million |
| Total regulatory assets under management | $1.45 billion |
| Discretionary accounts | 3,665 |
| Non-discretionary accounts | 2,851 |
| Total accounts | 6,516 |
| Regulatory assets under management attributable to non-U.S. persons | $0 |
People
| Total employees (excluding clerical) | 65 |
| Employees performing investment advisory functions (including research) | 25 |
| Employees who are registered representatives of a broker-dealer | 4 |
| Employees registered as investment adviser representatives with a state | 30 |
| Employees registered as IARs for another investment adviser | 0 |
| Employees who are licensed insurance agents | 15 |
| Firms or persons who solicit advisory clients on the firm's behalf | 0 |
Custody
| Has custody of client cash or bank accounts | No |
| Has custody of client securities | No |
| A related person has custody of client cash or bank accounts | No |
| A related person has custody of client securities | No |
| The firm acts as a qualified custodian | No |
| A related person acts as a qualified custodian | No |
How the firm is compensated
Advisory services offered
Affiliated related persons
Reported conflicts of interest
Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:
- Buys or sells for itself securities it also recommends to clients
- Recommends brokers or dealers to clients
Client types
| Type of client | Clients | Assets |
|---|---|---|
| Individuals (other than high net worth individuals) | 4,759 | $741.3 million |
| High net worth individuals | 235 | $542.8 million |
| Banking or thrift institutions | Not reported | $2.2 million |
| Pension and profit sharing plans (not the participants or government plans) | 81 | $22.5 million |
| Charitable organizations | 30 | $14.3 million |
| Corporations or other businesses not listed above | 87 | $124.4 million |
| Other | 93 | $2.8 million |