Patrick Ryan Keller
Financial advisor at Elevation Point Wealth Partners, LLC · Houston, TX
Last updated 2026-10-10
Claim your profilePatrick Ryan Keller is a financial advisor at Elevation Point Wealth Partners, LLC in Houston, TX, CRD 5436287. Licenses and exams on the registration: Series 63, Series 65. IAPD registration began 2016-02-01.
Registration
- CRD number
- 5436287
- Registration status
- Active
- IAPD registration
- 2016-02-01
- Industry Experience
- 10 years
- Work Experience
- 19 years
- States registered
- TX
Licenses and exams
- Series 63
- Series 65
Work history
- 2007-08 to 2017-01 · Compass Bank · Birmingham, AL
- 2013-05 to 2017-01 · BBVA Securities Inc. · Houston, TX
- 2012-04 to 2017-01 · BBVA Compass Insurance Agency, Inc. · Austin, TX
- 2016-02 to 2017-01 · BBVA Wealth Solutions Inc. · Houston, TX
- 2017-01 to 2023-09 · Suntrust Bank · Houston, TX
- 2017-02 to 2023-09 · Suntrust Investment Services, Inc. · Atlanta, GA
- 2017-02 to 2023-09 · Suntrust Advisory Services, Inc. · Atlanta, GA
- 2017-02 to 2023-09 · Truist Bank · Houston, TX
- 2023-09 to Present · Inscription Capital LLC · Houston, TX
- 2026-06 to Present · Elevation Point Wealth Partners, LLC · Houston, TX
Current employment
- Elevation Point Wealth Partners, LLC · Denver, CO
Elevation Point Wealth Partners, LLC
- Regulatory AUM
- $8,290,502,368
- Registered advisors
- 56
- Offices
- 22
- Clients per advisor
- 88.1 (Moderate)
- Average AUM per client
- $1.7M (Low)
- High-net-worth client ratio
- 32.4% (Moderate)
Elevation Point Wealth Partners, LLC: advisors, services and reported ETF investments
About
Patrick Ryan Keller is a financial advisor at Elevation Point Wealth Partners, LLC in Houston, TX. Reported securities licenses include Series 63 and Series 65. The latest record indicates 10 years of industry experience and 19 years of reported work history.
Elevation Point Wealth Partners, LLC's firm-level Form ADV reports 56 advisors across 22 offices; approximately 88.1 clients per advisor, average assets per client of $1,679,599, and regulatory AUM of $8.3B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Insurance companies, and Corporations or other businesses; services including Portfolio Management: Individuals and Small Businesses, Selection of Other Advisers, and Other Advisory Service.
PortfolioFuture's firm-level 13F analysis covers $2.5B across 344 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick Ryan Keller personally.
Reported ETF positions
Elevation Point Wealth reports 344 ETF positions worth $2.5B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $137.4M |
| GLD — SPDR Gold Shares | $108.8M |
| IVV — iShares Core S&P 500 ETF | $75.6M |
| VUG — Vanguard Morningstar Growth ETF | $75M |
| SPY — SPDR S&P 500 ETF TRUST | $55.3M |
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
Elevation Point Wealth'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 | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.4M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $11.4M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $3.8M | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $2M | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
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 Elevation Point Wealth Partners, LLC on Form ADV.
Client services
- Individuals and Small Businesses
- Selection of Other Advisers
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Other Investment Adviser (Incl. Financial
- Sponsor or GP of Pooled Investment Vehicl
Location
2229 San Felipe Street, Houston, TX 77019
2 advisors at this office.
Contact
The firm's filed contact details.
Official record
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