KEEL POINT, LLC

Overview

Keel Point, LLC is an independent registered investment adviser organized as a limited liability company and operating since the early 2000s. The firm serves both individual and family clients alongside institutional relationships and positions itself as a capital allocator that blends discretionary portfolio management, financial planning, and pooled-vehicle management. Its advisory services include direct portfolio management for individuals, small businesses and institutions, selection of sub‑advisers, and management of pooled investment vehicles; the firm also maintains broker‑dealer and insurance brokerage activity and functions as a sponsor/GP or managing member for pooled investments. Keel Point uses a mix of fee structures across client engagements — percentage of assets under management, fixed and hourly fees, and performance‑based arrangements — and it reports not being an active ESG investor. The firm is registered with the SEC and offers services that extend beyond straightforward wealth management, including roles typical of commodity pool operators/CTAs and registered representatives of a broker‑dealer.

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