Brendan
Keelan

Keelan Capital

CRD#5165893
Investment Advisor
in Alpharetta, GA

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About this Advisor

Brendan Keelan is a financial advisor based in Alpharetta, Georgia, working with Keelan Capital. Brendan has previously held positions at Edge Advisors, Keelan Capital L.L.C, Roswell Housing Authority, and Edge Capital Group, LLC. Brendan is registered to provide services in Georgia. Currently, Brendan is part of Keelan Capital, which operates out of Alpharetta, Georgia. The firm has 2 employees and manages assets totaling $663.5 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Keelan Capital includes asset-based and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

Alpharetta, GA

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Keelan Capital Brokerage Details

Total Assets Under Management

$663,491,509

Total Number of Employees

2

Total Number of Accounts

16

Average Account Size

$41,468,219

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Brendan Keelan Work History

2024 - Present (0 year)

Roswell Housing Authority

2022 - Present (2 years)

Keelan Capital L.L.C

2018 - 2022 (4 years)

Edge Capital Group, LLC

2010 - 2018 (8 years)

Edge Advisors

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Brendan Keelan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Keelan Capital

Brendan Keelan
Alpharetta, GA
Paul Izlar
Alpharetta, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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