KEY CAPITAL MANAGEMENT, INC.

Overview

Key Capital Management, Inc. is an independent, individually owned registered investment adviser that began SEC registration in 2022. The firm serves both individual/family and institutional clients and charges fees based on a percentage of assets under management. Core advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of third-party advisers. The firm identifies as a capital allocator rather than a pure single-strategy manager and does not present itself as an active ESG investor. Key Capital lists an affiliation with an insurance company, which aligns with its use of insurance-products (annuities) within client solutions. The adviser operates under a single-office structure and maintains a custodial relationship through a national custodian.

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Public Holdings

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Location & Offices