KEEL POINT, LLC
Huntsville, AL
AUM
$4.07B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
54 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
256-704-5111
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
15 advisers found
SMITH THORNTON ADVISORS, LLC
Huntsville, AL
AUM
$852.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
6 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
256-715-7715
AXIENT INVESTMENT ADVISORS LLC
Huntsville, AL
AUM
$454.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
256-980-1723
CLOUD INVESTMENTS, LLC
Huntsville, AL
AUM
$404.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
256-715-0094
LONGVIEW FINANCIAL ADVISORS, INC.
Huntsville, AL
AUM
$208.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
256-534-1196
INFINITY TAX & FINANCIAL PLANNING
Huntsville, AL
AUM
$100.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
256-527-4214
BRIGHTHAVEN FINANCIAL ADVISORS, LLC
Huntsville, AL
AUM
$58.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM
256-763-7386
SALIBA ASSET MANAGEMENT L.L.C.
Huntsville, AL
AUM
$53.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
256-539-3965
COCHRANMICKELS RETIREMENT SPECIALISTS, LLC
Huntsville, AL
AUM
$30.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
256-417-4870
CAPITAL STEWARDS, LLC
Huntsville, AL
AUM
$11.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
256-864-3399
LIFEFIRST WEALTH, LLC
Huntsville, AL
AUM
$4.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
256-207-8008
LAMONT TRADING ADVISORS, INC.
Huntsville, AL
AUM
$2.2M
Wealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
256-850-4161
WOMACK & ASSOCIATES, LLC
Huntsville, AL
AUM
—
Financial PlanningFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; RETAINER FEES
256-534-1360
VAUGHAN FAMILY FINANCIAL
Huntsville, AL
AUM
$0
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
256-808-4476
Full profileNo website