Keel Point, LLC
Firm details
- Headquarters
- Huntsville, Alabama
- CRD number
- 127902
- Registered since
- August 1, 2003
- Website
- www.keelpoint.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- HNWI74.68%
- Corporations / Businesses10.23%
- Charitable Organizations6.82%
- Individuals4.87%
- State / Municipal Government3.13%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Keel Point, LLC is an independent registered investment adviser organized as an LLC and operating since 2003. The firm positions itself as a capital allocator for both individual/family and institutional clients and uses a mix of billing approaches — percentage of assets under management, hourly and fixed fees, and performance-based arrangements. Beyond advisory work, Keel Point engages in broker-dealer related activities, serves as registered representative of a broker-dealer, operates as a CPO/CTA, and acts as an insurance broker. Its advisory scope covers financial planning and portfolio management for individuals, small businesses, pooled investment vehicles and institutional clients, and it also performs manager selection. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds60%
- Exchange Traded Equities17%
- Private Funds8%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities3%
Owners & executives
3 of 6Jason Blount
Chief Financial OfficerCRD 6934998
Steven Skancke
Chief Economic AdvisorCRD 5327191
Jacob Stewart
Chief Investment OfficerCRD 5610995
Contacts
3 of 44
Anthony Benson
Licensed AdministratorCRD 5523577
Vanessa Kraus
Family Wealth DirectorCRD 6722333
Beverly Brackins
Wealth AdvisorCRD 6459371
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 220Active vs passive
$1B in ETFs
89%
$934M
4%
$111M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $296M | 495,364 | 28.32% |
Location
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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