Keel Point, LLC

RIASEC RegisteredEst. 2003
Total AUM
$4.1B
Discretionary
$3.8B
94% of AUM
Avg account
$653K
Accounts
6,236
Employees
92
Advisory reps
49

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

FINTRX

Overview

Keel Point, LLC is an independent RIA and capital allocator that serves both high-net-worth individuals and institutional clients. The firm combines advisory services—financial planning, portfolio management for individuals, pooled vehicles and institutions—with broker-dealer, registered representative, commodity trading (CPO/CTA) and insurance broker activities. Its compensation structure is flexible, including percentage-of-AUM fees, hourly and fixed fees, and performance-based arrangements. Keel Point is not identified as an active ESG investor on its materials.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 17%, Private Funds 8%, Cash & Cash Equivalents 6%, Non-Exchange Traded Equities 3%, Other 3%, US Government Bonds 2%, State & Local Bonds 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities17%
  • Private Funds8%
  • Cash & Cash Equivalents6%
  • Non-Exchange Traded Equities3%

Owners & executives

3 of 6
  • Steven Skancke

    Steven Skancke

    Chief Economic AdvisorCRD 5327191

  • Edward Minton

    Edward Minton

    Chief Investment OfficerCRD 4131106

  • Robert Mayes

    Robert Mayes

    Chief Executive OfficerCRD 719831

Unlock 3 more executives →

Contacts

3 of 43
  • Jonathan Crawford

    Jonathan Crawford

    Senior Wealth AdvisorCRD 5091911

  • Gisle Sorli

    Gisle Sorli

    Wealth AdvisorCRD 5245039

  • Leroy Bizzell

    Leroy Bizzell

    Senior Wealth AdvisorCRD 4057535

Unlock 40 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 459

Active vs passive

$2.4B in ETFs

Passive

89%

$2.1B

Active

5%

$264M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$383M557,68315.95%
Unlock additional holdings →

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

Smith Thornton Advisors, LLC

RIA

Huntsville, AL

AUM $852MTEAM 8REPS 7

Axient Investment Advisors LLC

RIA

Huntsville, AL

AUM $454MTEAM 18REPS 14

Cloud Investments, LLC

RIA

Huntsville, AL

AUM $404MTEAM 6REPS 6

Longview Financial Advisors, Inc.

RIA

Huntsville, AL

AUM $208MTEAM 7REPS 5

Infinity Tax & Financial Planning

RIA

Huntsville, AL

AUM $100MTEAM 6REPS 4

Brighthaven Financial Advisors

RIA

Huntsville, AL

AUM $58.2MTEAM 4REPS 4
More RIAs in Huntsville →All Alabama RIAs →

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth