Key Capital Management, Inc.
Firm details
- Headquarters
- Hendersonville, Tennessee
- CRD number
- 173773
- Registered since
- July 15, 2022
- Website
- woodfinancialgroup.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals70.12%
- HNWI28.82%
- Pension & Profit Sharing Plans1.06%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Key Capital Management, Inc. is an independent, SEC-registered registered investment adviser organized as a corporation and owned by an individual. The firm reports serving both individual & family clients and institutional clients and charges fees based on a percentage of assets under management. Its registered advisory work centers on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers, which aligns with its designation as a capital allocator. The firm does not identify as an active ESG investor and is not a multi‑state adviser. An industry affiliation with an insurance company is listed.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds41%
- Exchange Traded Equities38%
- Cash & Cash Equivalents12%
- Investment Grade Corp Bonds8%
Owners & executives
1 of 1
Kevin Mccann
Chief Compliance OfficerCRD 2509142
Contacts
3 of 12
Jacob Butler
Registered RepresentativeCRD 7636854
Joseph Weeks
Registered RepresentativeCRD 7293098
Keith Casiano
Senior Wealth AdvisorCRD 5297044
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 472Active vs passive
$195M in ETFs
52%
$101M
12%
$94.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STERLING CAPITAL ENHANCED CORE BOND ETF (SCEC) | Sterling Capital | $33M | 1,316,958 | 16.92% |
Location
Hendersonville, TN
Sumner
Location
Hendersonville, TN
Headquartered in Hendersonville, TN, anchoring the Nashville-Davidson--Murfreesboro, TN metro in the South.
- Metro area
- Nashville-Davidson--Murfreesboro, TN
- Region
- South
- County
- Sumner
- Address
- 181 E Main St
- Time zone
- CT (UTC-6)
- Office locations
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