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KEEL POINT, LLC
CRD 127902 · SEC 801-62249
100 CHURCH STREET, SUITE 500, HUNTSVILLE, AL, 35801, United States
Phone
256-704-5111
Fax
256-704-5110
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$4.07B
Discretionary AUM
$3.82B
Team
92 total employees; 54 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersCONSULTING SERVICE TO THIRD-PARTY RIA
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 714 | $198.4M |
| High net worth individuals | 846 | $3.04B |
| Pooled investment vehicles | 1 | $420 |
| Pension/profit sharing plans | 6 | $11.2M |
| Charitable organizations | 7 | $277.9M |
| State/municipal entities | 2 | $127.3M |
| Corporations/business entities | 37 | $416.7M |
States served
AL, AZ, AR, CA, CO, DE, DC, GA, IL, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NJ, NM, NY, NC, OH, OK, OR, PA, PR, SC, TN, VA, WV, WI, MO, WA, TX, NH, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD