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 SEC-registered, with registration dating to 1979. FINTRX classifies ownership as a combination of a domestic entity and an individual and lists the firm's internal classification as unclassified. The dataset provided does not include descriptive items such as client segments, fee schedules, or specific advisory services. FINTRX flags the firm as not acting as a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser.

Assets & Accounts

Investments & Alternatives

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
  • Andrew Chapman

    Andrew Chapman

    Wealth AdvisorCRD 5942667

  • Brian Copeland

    Brian Copeland

    Director of Corporate AffairsCRD 4772516

  • David Little

    David Little

    Wealth AdvisorCRD 5061838

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth