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KEY CAPITAL MANAGEMENT, INC.
181 East Main St. Suite #7
Hendersonville, Tennessee 37075
Tel: 615-826-5749
About KEY CAPITAL MANAGEMENT, INC.
KEY CAPITAL MANAGEMENT, INC, formally registered with the SEC as KEY CAPITAL MANAGEMENT, INC. The firm was established in 07/15/2022. They have over 3 offices throughout the country.
KEY CAPITAL MANAGEMENT, INC. is a Hendersonville, Tennessee based Financial Planning firm with nearly $292,985,635 assets under management, offering retirement planning & investment advisory services to 2171 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173773 |
| SEC# | 801-126114 |
| Assets Managed by Firm | $292,985,635 |
| No. of Clients | 2171 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2171 | $292,985,635 |
| Individuals (other than high net worth individuals) | 1679 | $214,253,686 |
| High net worth individuals | 51 | $78,731,949 |
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|---|---|---|---|
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