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KEEL POINT, LLC
HUNTSVILLE, AL
256-704-5111
SEC #801-62249Total AUM
$3.5B
Employees
76Clients
1,524Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
100 CHURCH STREET
SUITE 500
HUNTSVILLE
AL 35801
United States
SUITE 500
HUNTSVILLE
AL 35801
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Monday - Friday
Phone
256-704-5111
Other Offices
8
Financials
Total AUM
$3.5B
Accounts
5,626Discretionary
$3.2B
Accounts
5,560Non-Discretionary
$230.1M
Accounts
66
Clients
Individual Clients
718AUM
$198.4M
HNW Individual Clients
757AUM
$2.5B
Pooled Vehicle Clients
2AUM
$4.9M
Pension/Profit Sharing Plan Clients
6AUM
$9.1M
Charitable Organization Clients
5AUM
$248.4M
Government Entity Clients
2AUM
$114.7M
Corporation or Business Clients
34AUM
$369M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING SERVICE TO THIRD-PARTY RIA
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
ALARAZCACOCTDCDEFLGAILKSKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNYOHOKORPASCSDTNTXVAWAWIWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.