Key Investment Services LLC
Firm details
- Headquarters
- Brooklyn, Ohio
- CRD number
- 136300
- Registered since
- January 3, 2006
- Website
- www.key.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals78.88%
- HNWI19.97%
- Corporations / Businesses0.62%
- Charitable Organizations0.37%
- Pension & Profit Sharing Plans0.16%
- Services
- Portfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Key Investment Services LLC is an SEC-registered limited liability company (registered in 2006) that operates primarily as a bank-affiliated broker-dealer providing brokerage services and advisory support. The firm focuses on portfolio management for individuals and small businesses and on selecting other advisers rather than acting as a principal discretionary allocator. Its client base spans individual and family investors as well as institutional clients, and its fees are charged as a percentage of assets under management. Filings mark the firm as an active ESG investor and list a range of industry affiliations that include banking, trust, insurance and sponsor roles for pooled vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities7%
- Cash & Cash Equivalents5%
- State & Local Bonds1%
Owners & executives
3 of 5Solomon Schmidt
Co-ceoCRD 4404279
Mark Douce
Chief Compliance OfficerCRD 2959137
Mark Kovachick
CFOCRD 5390571
Contacts
3 of 1279Michael Roper
Licensed Relationship ManagerCRD 5655920
Chandler Groves
Private Client AdvisorCRD 5656161
John McVay
Private Client AdvisorCRD 5694012
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brooklyn, OH
Cuyahoga
Location
Brooklyn, OH
Headquartered in Brooklyn, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 4900 Tiedeman Rd
- Time zone
- ET (UTC-5)
- Office locations
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