Keel Point Capital, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
60
Avg account
$0

Firm details

Headquarters
Huntsville, Alabama
CRD number
6769
Registered since
September 7, 1979

Firm profile

FINTRX

Overview

Keel Point Capital, LLC is organized as a limited liability company with ownership listed as a domestic entity and an individual. The firm is classified in the dataset as "Unclassified" and does not identify itself as a capital allocator. It does not self-report as an ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The source material does not disclose the firm's fee structure, client base makeup, or specific business and advisory activities.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 4
  • Edward Minton

    Edward Minton

    Chief Investment OfficerCRD 4131106

  • Robert Mayes

    Robert Mayes

    Chief Executive OfficerCRD 719831

  • Michael Bates

    Michael Bates

    Chief Compliance Officer & General CounselCRD 5822091

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Contacts

3 of 56
  • Jonathan Crawford

    Jonathan Crawford

    Senior Wealth AdvisorCRD 5091911

  • Leroy Bizzell

    Leroy Bizzell

    Senior Wealth AdvisorCRD 4057535

  • Amanda Ahmed

    Amanda Ahmed

    Director of OperationsCRD 6325639

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Huntsville, AL

Madison

Location

Huntsville, AL

Headquartered in Huntsville, AL, anchoring the Huntsville-Decatur, AL metro in the South.

Metro area
Huntsville-Decatur, AL
Region
South
County
Madison
Address
100 Church St Sw
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth