KEEL POINT CAPITAL, LLC

Broker-DealerFINRA MemberEst. 1979
Total AUM
Advisory reps
58
Avg account
$0

Firm details

Headquarters
HUNTSVILLE, Alabama
CRD number
6769
Registered since
September 7, 1979

Firm profile

FINTRX

Overview

Keel Point Capital, LLC is registered with the SEC and organized as a limited liability company; its registration dates back to 1979. Ownership is identified as a combination of a domestic entity and an individual. The firm’s internal classification is listed as unclassified. According to its reported profile, Keel Point Capital does not identify as a capital allocator, is not an active ESG investor, and is not designated as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • EDWARD MINTON

    Chief Investment OfficerCRD 4131106

  • ROBERT MAYES

    Chief Executive OfficerCRD 719831

  • MICHAEL BATES

    Chief Compliance Officer & General CounselCRD 5822091

Contacts

3 of 55
  • ANDREW CHAPMAN

    Wealth AdvisorCRD 5942667

  • BRIAN COPELAND

    Director of Corporate AffairsCRD 4772516

  • DAVID LITTLE

    Wealth AdvisorCRD 5061838

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

HUNTSVILLE, AL

MADISON

Location

HUNTSVILLE, AL

Headquartered in HUNTSVILLE, AL, anchoring the Huntsville-Decatur, AL metro in the South.

Metro area
Huntsville-Decatur, AL
Region
South
County
MADISON
Address
100 Church St SW
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth