Keel Point, LLC

RIASEC RegisteredEst. 2003
Total AUM
$4.1B
Discretionary
$3.8B
94% of AUM
Avg account
$653K
Accounts
6,236
Employees
92
Advisory reps
50

Firm details

Headquarters
Huntsville, Alabama
CRD number
127902
Registered since
August 1, 2003
Website
www.keelpoint.com
Custodians
NATIONAL FINANCIAL SERVICES LLC, J.P. MORGAN SECURITIES INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types
  • HNWI74.68%
  • Corporations / Businesses10.23%
  • Charitable Organizations6.82%
  • Individuals4.87%
  • State / Municipal Government3.13%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Keel Point, LLC is an independent RIA and capital allocator that serves both high-net-worth individuals and institutional clients. The firm combines advisory services—financial planning, portfolio management for individuals, pooled vehicles and institutions—with broker-dealer, registered representative, commodity trading (CPO/CTA) and insurance broker activities. Its compensation structure is flexible, including percentage-of-AUM fees, hourly and fixed fees, and performance-based arrangements. Keel Point is not identified as an active ESG investor on its materials.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 60%, Exchange Traded Equities 17%, Private Funds 8%, Cash & Cash Equivalents 6%, Non-Exchange Traded Equities 3%, Other 3%, US Government Bonds 2%, State & Local Bonds 1%60%
  • Public Funds/Mutual Funds60%
  • Exchange Traded Equities17%
  • Private Funds8%
  • Cash & Cash Equivalents6%
  • Non-Exchange Traded Equities3%

Owners & executives

3 of 6

  • Jason Blount

    Chief Financial OfficerCRD 6934998

  • Steven Skancke

    Steven Skancke

    Chief Economic AdvisorCRD 5327191

  • Jacob Stewart

    Jacob Stewart

    Chief Investment OfficerCRD 5610995

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Contacts

3 of 44
  • Anthony Benson

    Anthony Benson

    Licensed AdministratorCRD 5523577

  • Vanessa Kraus

    Vanessa Kraus

    Family Wealth DirectorCRD 6722333

  • Beverly Brackins

    Beverly Brackins

    Wealth AdvisorCRD 6459371

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 234

Active vs passive

$1.2B in ETFs

Passive

89%

$1.1B

Active

5%

$136M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$383M557,68331.78%
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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