Keyhouse Analytics Inc.

RIASEC RegisteredEst. 2018
Total AUM
$20.7M
Discretionary
$20.7M
100% of AUM
Avg account
$492K
Accounts
42
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
292203
Registered since
April 12, 2018
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI90.41%
  • Individuals9.59%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Keyhouse Analytics Inc. is a small, fee-based registered investment adviser that provides discretionary portfolio management primarily to individual and family clients, with services extending to small businesses. The firm charges a percentage-of-AUM fee and concentrates its investment activity on equity exposures, favoring non-exchange traded equity positions. It operates as a single-state adviser and does not position itself as an ESG investor. Advisory activity centers on managing portfolios on a discretionary basis rather than providing pension consulting or expanded multi-state advisory programs.

Assets & Accounts

Public Holdings

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: Non-Exchange Traded Equities 92%, Public Funds/Mutual Funds 6%, Exchange Traded Equities 2%92%
  • Non-Exchange Traded Equities92%
  • Public Funds/Mutual Funds6%
  • Exchange Traded Equities2%

Owners & executives

1 of 1
  • Kip Schoonover

    President And CEOCRD 2172285

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth