Keybanc Capital Markets Research, LLC
Firm details
- Headquarters
- Cleveland, Ohio
- CRD number
- 326557
- Registered since
- October 6, 2023
- Website
- www.key.com
- Fee structure
- Other
Firm profile
FINTRXOverview
KeyBanc Capital Markets Research, LLC is organized as a limited liability company and operates as an institutional registered investment adviser. The firm was registered with the SEC in 2023 and functions across multiple states. Its ownership is listed as a combination of a domestic entity and an individual. The adviser does not describe itself as a capital allocator, and its fee approach is categorized as "other." It is not flagged as an active ESG investor, and it does not identify as a pension consultant or a related adviser to another advisory firm. The firm’s regulatory footprint extends beyond the RIA channel. Public filings link it to activities or affiliations as a broker‑dealer, a registered municipal advisor, a CPO/CTA (commodity pool operator or commodity trading advisor), and a banking or thrift institution. That mix suggests the organization operates within several regulated silos, which can support cross‑product distribution of research and market access for institutional clients.
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Douglas Preiser
Chief Operating OfficerCRD 1690776
Contacts
2 of 2
Tahira Afzal
Director of Equity ResearchCRD 4704209

Blanca Ortiz
SVP, CCOCRD 1995557
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cleveland, OH
Cuyahoga
Location
Cleveland, OH
Headquartered in Cleveland, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 127 Public Sq
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Ancora Private Wealth Advisors, LLC
RIACleveland, OH
Glasfunds, LLC
RIACleveland, OH
Return On Life Wealth Partners
RIACleveland, OH
MAI Capital Management, LLC
RIACleveland, OH
Clearstead; Clearstead Advisory Solutions
RIACleveland, OH
Blue Point Capital Partners LLC
RIACleveland, OH