FIVE KEYS PRIVATE ADVISORS LLC

Overview

Five Keys Private Advisors LLC is a small, independent registered investment adviser that manages discretionary portfolios for high-net-worth individuals, families and a limited number of institutional clients. The firm bills on a percentage-of-AUM basis and provides financial planning and portfolio management services targeted at individuals and small businesses. Its practice is tightly equity‑oriented: the bulk of client capital is invested in exchange‑traded equities and ETFs, with alternative strategies used selectively to complement core public-market exposure. The firm is affiliated with accounting and law‑firm activities, which suggests an advisory approach that emphasizes tax and legal coordination for client portfolios. Five Keys does not position itself as a multi‑state adviser or an ESG specialist.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices