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Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Keating Financial Advisory Services have?","answer":"Keating Financial Advisory Services has 30 investment adviser representatives registered with state securities authorities, out of 65 employees, and 25 perform investment advisory functions. 4 employees are registered representatives of a broker-dealer and 15 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Keating Financial Advisory Services invest in?","answer":"At the end of its last fiscal year, Keating Financial Advisory Services’ separately managed accounts held 54% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 10% cash and equivalents, 8% derivatives, 1% state and local bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Keating Financial Advisory Services?","answer":"Keating Financial Advisory Services’ direct owner is Patrick Keating (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Keating Financial Advisory Services get paid?","answer":"Keating Financial Advisory Services is paid through a percentage of assets under management, hourly charges and fixed fees. 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