Keeler Thomas Management LLC
Keeler Thomas Management LLC is a registered investment adviser based in Orem, Utah. Founded in 1987, the firm is organized as a limited liability company and provides comprehensive financial planning and investment advisory services to individual clients and families. Principal owners are John L. Unice and Cary Wasden. The firm emphasizes tailored advice and portfolio management using third-party model portfolios. As of 2025, it employs approximately 15 people and primarily serves US-based clients seeking customized wealth management solutions.
Investment Strategy
Keeler Thomas Management LLC offers financial planning and discretionary portfolio management services tailored to individual client needs. The firm uses investment model portfolios and strategies developed by third-party money managers, selecting and replacing managers based on performance and adherence to stated strategy or benchmark. Its approach includes active asset allocation, cash management for yield and safety, and a consideration (but not primary emphasis) of tax implications. Service and recommendations are adapted to each client's goals, risk tolerance, and financial context.
Top Holdings
Equity Positions (105)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IBDQ | ISHARES TR | 5.07% | $11.8M | 467,752 | $24.48 | $25.18 | -$185.5K |
I IBDR | ISHARES TR | 4.35% | $10.1M | 416,353 | $23.61 | $24.25 | -$2.1M |
I IBHG | ISHARES TR | 4.16% | $9.7M | 429,332 | $22.36 | $22.54 | +$1.4M |
I IBHF | ISHARES TR | 4.16% | $9.7M | 415,775 | $23.22 | $23.23 | +$1.3M |
I IBHH | ISHARES TR | 4.15% | $9.6M | 406,047 | $23.41 | $23.73 | +$1.4M |