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 organized as a limited liability company and is registered with the SEC; the firm’s registration dates back to 1979. Publicly reported fields are sparse: the adviser is marked as unclassified in FINTRX, ownership is identified as a domestic entity and individual, and the firm is not recorded as a capital allocator, an active ESG investor, a multi-state adviser, or a related adviser. The source does not provide descriptions of the firm’s advisory activities, fee structure, client base, or core business lines.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Edward Minton

    Edward Minton

    Chief Investment OfficerCRD 4131106

  • Robert Mayes

    Robert Mayes

    Chief Executive OfficerCRD 719831

  • Michael Bates

    Michael Bates

    Chief Compliance Officer & General CounselCRD 5822091

Contacts

3 of 55
  • Jonathan Crawford

    Jonathan Crawford

    Senior Wealth AdvisorCRD 5091911

  • Leroy Bizzell

    Leroy Bizzell

    Senior Wealth AdvisorCRD 4057535

  • Amanda Ahmed

    Amanda Ahmed

    Director of OperationsCRD 6325639

Unlock 52 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth