Key Capital Advisors, Inc.

RIASEC Registered
Total AUM
$69.6M
Discretionary
$69.6M
100% of AUM
Avg account
$718K
Accounts
97
Employees
7
Advisory reps
4

Firm details

Headquarters
Miami, Florida
CRD number
113541
Custodians
VONTOBEL SECURITIES LTD., MORGAN STANLEY & CO. LLC, CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Fixed Fees, Other
Client types
  • HNWI100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Key Capital Advisors, Inc. is a privately owned corporate registered investment adviser that provides portfolio management primarily for individuals, families and small businesses. Its client base is concentrated on individual and family relationships and the firm bills clients through a mix of percentage-of-AUM arrangements, fixed fees and other fee structures. The firm does not identify as an active ESG investor and is not shown as a multi-state adviser in the source material. Investment activity is tilted toward conservative, income-oriented strategies. The adviser is not classified as a capital allocator and describes its advisory scope around direct portfolio management rather than institutional consulting or pension work.

Assets & Accounts

Investments & Alternatives

Location & Offices

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: Investment Grade Corp Bonds 39%, Exchange Traded Equities 37%, Cash & Cash Equivalents 11%, Non-Investment Grade Corp Bonds 10%, US Government Bonds 1%, Sovereign Bonds 1%, Other 1%39%
  • Investment Grade Corp Bonds39%
  • Exchange Traded Equities37%
  • Cash & Cash Equivalents11%
  • Non-Investment Grade Corp Bonds10%
  • US Government Bonds1%

Contacts

3 of 4
  • Andrew De Araujo

    Andrew De Araujo

    PresidentCRD 4410818

  • Ralf Poetschke

    DirectorCRD 7891669

  • Sergio Dearaujo

    Sergio Dearaujo

    Non-Executive ChairmanCRD 1056867

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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

Miami, FL

Miami Dade

Location

Miami, FL

Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Miami Dade
Address
1000 Brickell Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth