Overview
Assets Under Management: $393 million
Headquarters: HENDERSONVILLE, TN
High-Net-Worth Clients: 69
Average Client Assets: $2 million
Frequently Asked Questions
KEY CAPITAL MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #173773), KEY CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
KEY CAPITAL MANAGEMENT, INC. is headquartered in HENDERSONVILLE, TN.
KEY CAPITAL MANAGEMENT, INC. serves 69 high-net-worth clients according to their SEC filing dated February 09, 2026. View client details ↓
According to their SEC Form ADV, KEY CAPITAL MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
KEY CAPITAL MANAGEMENT, INC. manages $393 million in client assets according to their SEC filing dated February 09, 2026.
According to their SEC Form ADV, KEY CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.82
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,324
Discretionary Accounts: 2,216
Non-Discretionary Accounts: 108
Regulatory Filings
CRD Number: 173773
Filing ID: 2046555
Last Filing Date: 2026-02-09 12:54:14