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Keb Asset Management, LLC
KEB Asset Management, LLC is an independent investment advisory firm headquartered in Springfield, Illinois. Founded in 2011, the firm primarily serves high net worth individuals and other individual investors, along with some pension and charitable organizations. As of early 2025, it manages over $1.1 billion in assets for nearly 2,000 accounts. With approximately 15-17 employees, most of whom are investment professionals, KEB Asset Management offers personalized asset management services to clients across the United States.
Investment Strategy
KEB Asset Management, LLC employs a diversified investment approach focused on building long-term wealth for its clients. The firm constructs portfolios across multiple sectors and asset classes, with 13F filings indicating significant holdings in broad-based funds and equities such as DFAC, DFAT, BSVO, and DFIV. Their strategy is tailored to the objectives and risk tolerance of each client, emphasizing disciplined asset allocation, risk management, and an emphasis on both growth and preservation of capital. Their clients include high net worth individuals, individual investors, some pension and profit-sharing plans, and charitable organizations.
Latest 13F Filing Activity
Keb Asset Management, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 95 equity positions with a total 13F market value of $446M. The fund increased holdings in Dimensional Etf Trust, American Centy Etf TR, Ea Series Trust among other positions. Keb Asset Management, LLC reduced exposure to Deere & Co., Vanguard Index FDS, Visa Inc. among others.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 17.73% | $79.0M | 2,049,488 | $29.24 | $38.57 | +$7.1M |
D DFAT | DIMENSIONAL ETF TRUST | 8.99% | $40.1M | 688,392 | $46.99 | $58.21 | +$2.8M |
D DFIV | DIMENSIONAL ETF TRUST | 8.64% | $38.5M | 835,489 | $33.55 | $46.12 | +$3.1M |
B BSVO | EA SERIES TRUST | 8.28% | $36.9M | 1,629,824 | $17.95 | $22.65 | +$3.3M |
D DFUV | DIMENSIONAL ETF TRUST | 7.96% | $35.5M | 793,705 | $32.34 | $44.69 | +$2.1M |
Industry Allocation
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