Keyes, Stange & Wooten Wealth Management, LLC
Keyes, Stange & Wooten Wealth Management, LLC is an SEC-registered investment adviser headquartered in Palm Coast, Florida. Founded in 2003, the firm provides portfolio management, financial planning, and customized investment strategies for individual clients, including high-net-worth individuals. It employs around 8 professionals and emphasizes a fiduciary, fee-only approach, serving clients across the United States.
Investment Strategy
The firm employs Modern Portfolio Theory in its investment management, utilizing fundamental, technical, and economic analysis to construct diversified portfolios tailored to client-specific objectives and risk tolerances. Keyes, Stange & Wooten offers both discretionary and non-discretionary management, model portfolios, and custom solutions, investing across equities, fixed income, mutual funds, and insurance. They prioritize transparency and do not participate in performance fees or commissions, with investments focused predominantly on ETFs and indexed strategies for long-term growth and risk management.
Top Holdings
Equity Positions (72)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAI | DIMENSIONAL ETF TRUST | 13.02% | $25.1M | 725,426 | $28.94 | $34.57 | +$2.2M |
D DFSD | DIMENSIONAL ETF TRUST | 12.53% | $24.1M | 502,666 | $47.23 | $48.01 | -$16.2K |
D DCOR | DIMENSIONAL ETF TRUST | 11.19% | $21.6M | 322,413 | $59.88 | $66.85 | +$1.5M |
B BIV | VANGUARD BD INDEX FDS | 8.87% | $17.1M | 220,905 | $77.41 | $77.34 | +$3.4M |
D DFAT | DIMENSIONAL ETF TRUST | 8.01% | $15.4M | 286,056 | $52.47 | $53.96 | +$896.7K |