← Back to searchVisit website
KEY CAPITAL MANAGEMENT, INC.
CRD 173773 · SEC 801-126114
181 EAST MAIN ST. SUITE #7, HENDERSONVILLE, TN, 37075, United States
Phone
615-826-5749
Fax
615-824-6786
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$393.0M
Discretionary AUM
$382.7M
Team
35 total employees; 9 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1937 | $275.5M |
| High net worth individuals | 69 | $113.2M |
| Pension/profit sharing plans | 12 | $4.2M |
States served
AL, AZ, CA, CO, IN, KY, LA, MI, MS, NC, OH, TN, TX, FL
All web addresses on file
- https://info.woodfinancialgroup.com/money-matters
- https://www.instagram.com/woodfinancialgroup/
- https://woodfinancialgroup.com/
- https://www.linkedin.com/company/wood-financial-group-llc/
- https://www.youtube.com/channel/UCkNzmZ0rIV8CsyhCfvDWznA
- https://maps.app.goo.gl/PRfi7RzHJjthMMSL9,
- https://www.woodfinancialgroup.net
- https://www.facebook.com/woodfinancialgroup
- https://twitter.com/Wood_Financial
- https://www.moneymattersnashville.com/
- https://www.linkedin.com/company/3797486/admin/
- https://info.woodfinancialgroup.com/surviving-retirement
Official SEC filing: View on IAPD