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

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Overview

Keel Point Capital, LLC is organized as a limited liability company and has been SEC-registered since 1979. The firm's ownership is listed as a combination of a domestic entity and an individual. Public records classify the adviser as "Unclassified" and show it does not operate as a capital allocator. It is not identified as an active ESG investor, is not designated a multi-state adviser, is not newly formed, and is not reported to perform pension consulting or to be a related adviser to another firm. The source material does not include descriptions of Keel Point Capital’s client mix, advisory services, fee arrangements, or specific business activities, so the firm’s client-facing positioning and service model cannot be characterized from these records.

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 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
  • Andrew Chapman

    Andrew Chapman

    Wealth AdvisorCRD 5942667

  • Brian Copeland

    Brian Copeland

    Director of Corporate AffairsCRD 4772516

  • David Little

    David Little

    Wealth AdvisorCRD 5061838

Unlock 52 more contacts

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

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