Elijah Steele Fleming
Financial advisor at Keen Wealth Advisors · Overland Park, KS
Last updated 2026-10-10
Claim your profileElijah Steele Fleming is a financial advisor at Keen Wealth Advisors in Overland Park, KS, CRD 7737700. Licenses and exams on the registration: Series 65. IAPD registration began 2025-10-07.
Registration
- CRD number
- 7737700
- Registration status
- Active
- IAPD registration
- 2025-10-07
- Industry Experience
- 1 year
- Work Experience
- 11 years
- States registered
- KS
Licenses and exams
- Series 65
Work history
- 2025-07 to 2025-10 · Keen Wealth Advisors · Overland Park, KS
- 2020-08 to 2025-05 · University of Missouri - Columbia · Columbia, MO
- 2024-05 to 2024-08 · Keen Wealth Advisors · Overland Park, KS
- 2023-09 to 2023-12 · University of Missouri - Columbia · Columbia, MO
- 2020-05 to 2020-08 · Eagle Sky of the Ozarks · Patterson, MO
- 2020-03 to 2021-08 · Johnson Shut-Ins State Park Concessions · Middlebrook, MO
- 2015-03 to 2020-04 · Sam A. Baker State Park Concessions · Patterson, MO
- 2025-10 to Present · Keen Wealth Advisors · Overland Park, KS
Current employment
- Keen Wealth Advisors · Overland Park, KS
Keen Wealth Advisors
- Regulatory AUM
- $1,233,414,323
- Registered advisors
- 22
- Offices
- 1
- Clients per advisor
- 46.3 (Low)
- Average AUM per client
- $1.2M (Low)
- High-net-worth client ratio
- 39.7% (Moderate)
Keen Wealth Advisors: advisors, services and reported ETF investments
About
Elijah Steele Fleming is a financial advisor at Keen Wealth Advisors in Overland Park, KS. Reported securities licenses include Series 65. The latest record indicates 1 year of industry experience and 11 years of reported work history. Reported roles include University of Missouri - Columbia, Johnson Shut-Ins State Park Concessions, Eagle Sky of the Ozarks, Sam A. Baker State Park Concessions, among others.
Keen Wealth Advisors' firm-level Form ADV reports 22 advisors across 1 offices; approximately 46.3 clients per advisor, average assets per client of $1,211,605, and regulatory AUM of $1.2B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.
PortfolioFuture's firm-level 13F analysis covers $912.9M across 74 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Elijah Steele Fleming personally.
Reported ETF positions
Keen Wealth Advisors reports 74 ETF positions worth $912.9M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VEA — Vanguard FTSE Developed Markets ETF | $78.2M |
| XLK — State Street Technology Select Sector SPDR ETF | $57.8M |
| VOT — Vanguard Morningstar Mid-Cap Growth ETF | $45.5M |
| VOE — Vanguard Morningstar Mid-Cap Value ETF | $42.4M |
| DFAS — U.S. Small Cap Portfolio: ETF Class Shares | $42.1M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Keen Wealth Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | IVV — iShares Core S&P 500 ETF | $6.3M | Top 99.4% | Peer conviction 74.5% · Active return +3.01% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $6.3M | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | VCIT — Vanguard Intermediate-Term Corporate Bond ETF | $214.6K | Top 99.0% | Residual alpha +0.70% · Residual Sharpe 0.11 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $17M | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Keen Wealth Advisors on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
7500 College Blvd., Suite 1000, Overland Park, KS 66210
22 advisors at this office.
Contact
The firm's filed contact details.
- Phone: (913) 624-1841
- Website: keenwealthadvisors.com
- Youtube
Official record
Are you Elijah Steele Fleming?
Claim your profile to add your biography, services, expertise, client focus, investment approach and fees. Advisor-confirmed information is separate from public SEC records.