Peter Keilman
Professional summary
Peter Keilman, CFP®, who also goes by Peter Christopher Keilman, is a registered financial advisor currently at PRIVATE CAPITAL MANAGEMENT, LLC located in Denver, Colorado.
Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Peter has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Peter Keilman's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2016
Experience
October 20, 2020 - Present
PRIVATE CAPITAL MANAGEMENT, LLC
Office #1: 200 Fillmore Street Ste 200, Denver, CO 80206December 16, 2013 - August 24, 2016
TOWNSEND
December 13, 2013 - August 19, 2016
SECURITIES AMERICA, INC.
April 18, 2000 - March 7, 2013
JANUS HENDERSON DISTRIBUTORS US LLC
Primary Firm SEC Registration
PRIVATE CAPITAL MANAGEMENT, LLC
CRD#: 165306 / SEC#: 801-77650
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/19/2025)
(9/15/2025)
(10/20/2020)
(9/30/2025)
(9/15/2025)
(9/19/2025)
(9/16/2025)
(10/20/2020)
Exams
Current Firm
PRIVATE CAPITAL MANAGEMENT, LLC
CRD#: 165306 / SEC#: 801-77650
Contact information
SEC notice filing (21 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,951 |
| AUM (Assets Under Management) | $ 1,537,495,942 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/29/2025 | ||
| 12/26/2024 | ||
| 01/29/2024 | ||
| 06/22/2023 | ||
| 10/20/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
