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Employer firm

Keating Investment Counselors Inc CRD 110134

$383M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • HOURLY CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Keating Investment Counselors Inc

101 Se 6Th Ave Suite G, Delray Beach, FL 33483 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-06
  • FL RA
    APPROVED
    Since 2025-01-06

Branch Locations

101 Se 6Th Ave Suite G, Delray Beach, FL 33483 • United States

Lvr Research, Llc

101 Se 6Th Ave Suite G, Delray Beach, FL 33483 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-06
  • FL RA
    APPROVED
    Since 2025-01-06

Branch Locations

101 Se 6Th Ave Suite G, Delray Beach, FL 33483 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lvr Research, Llc Boca Raton FL 01/2015 Present
Keating Investment Counselors Delray Beach FL 11/2023 Present
  • 01/2015 → Present
    Boca Raton, FL
  • 11/2023 → Present
    Keating Investment Counselors
    Delray Beach, FL
Other Businesses

LVR Research LLC, Investment Related, 101 SE 6th Avenue Suite A Delray Beach Florida 33483; State Registered Investment Adviser, Owner, and Adviser, 2015. 120 hours a month dedicated to LVR Research, 6 hours devoted during the trading day, Providing portfolio Management, Portfolio Consulting Services and Financial Planning Services. Keating Investment Counselors, Investment Related 101 SE 6th Avenue Suite A Delray Beach Florida 33483; SEC Registered Investment Advisers, Portfolio Manager, November 2023, 40 hours a month, 2 hours devoted during the trading day. Providing Portfolio Management services and co-management of the Keating Active ETF.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-03-27
  • S65 Uniform Investment Adviser Law Examination
    2015-03-27
Designations
  • Chartered Financial Analyst

View on SEC IAPD

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