Keel Point Capital, LLC

Broker-DealerFINRA MemberEst. 1979
Total AUM
Advisory reps
58
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 and is registered with the SEC since 1979. Ownership is listed as a mix of a domestic entity and individual owners. The firm’s regulatory snapshot classifies it as unclassified and does not identify it as a capital allocator, pension consultant, or related adviser. The record also indicates that Keel Point Capital is not an active ESG investor. The source material supplies limited detail about the firm’s investment orientation, fee model, or client segments; those specifics were not provided in the available data.

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

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • 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

Contacts

3 of 55
  • Jonathan Crawford

    Jonathan Crawford

    Senior Wealth AdvisorCRD 5091911

  • Leroy Bizzell

    Leroy Bizzell

    Senior Wealth AdvisorCRD 4057535

  • Amanda Ahmed

    Amanda Ahmed

    Director of OperationsCRD 6325639

Unlock 52 more contacts

Wealth teams

FINTRX

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