Keel Point, Llc (Huntsville)
Keel Point, Llc Is a Large Advisory Firm Based in Huntsville. It Manages $2.08 Billion of Regulatory Assets for 3,133 Client Accounts. It Has Been Registered...
Keel Point, LLC is a large advisory firm based in Huntsville. It manages $2.08 billion of regulatory assets for 3,133 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 36 other states.
Keel Point provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, selection of other advisers, and consulting service to third-party ria. It prepares financial plans for more than 499 clients. On top of advisory services, the firm doesn't engage in other business activities.
Keel Point: assets under management
The assets under management (AUM) of Keel Point, LLC is $2.08 billion. The firm's AUM has grown by 46% since the beginning of its operation, and $758.29 thousand of the total AUM is attributable to clients outside of the United States.
The firm manages $1.34 billion in discretionary accounts and $744.2 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $573.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $930.25 thousand.
Keel Point has custody of $13.64 million in cash and securities for 18 clients in total but doesn’t act as a qualified custodian.
Investments
The firm invests in exchange traded securities the most. They account for 40% of the total AUM. The second-largest asset type is investment and business development companies, which make up 28% of the firm’s portfolio. Investments in pooled investment vehicles form 20% of the total invested assets.
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