Keel Point Capital, LLC
Firm details
- Headquarters
- Huntsville, Alabama
- CRD number
- 6769
- Registered since
- September 7, 1979
- Website
- www.keelpoint.com
Firm profile
FINTRXOverview
Keel Point Capital, LLC is organized as a limited liability company and has been SEC-registered since 1979. The firm's ownership is listed as a combination of a domestic entity and an individual. Public records classify the adviser as "Unclassified" and show it does not operate as a capital allocator. It is not identified as an active ESG investor, is not designated a multi-state adviser, is not newly formed, and is not reported to perform pension consulting or to be a related adviser to another firm. The source material does not include descriptions of Keel Point Capital’s client mix, advisory services, fee arrangements, or specific business activities, so the firm’s client-facing positioning and service model cannot be characterized from these records.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient 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
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
SCA Development, LLC
Broker-DealerBirmingham, AL
BHK Securities, LLC
Broker-DealerBirmingham, AL
Little River Capital, LLC
Broker-DealerVestavia Hills, AL
Thornton Farish Inc.
Broker-DealerMontgomery, AL
CRI M&A Advisors, LLC
Broker-DealerMontgomery, AL
Fnbb Capital Markets, LLC
Broker-DealerBirmingham, AL