KEYMARK FINANCIAL

Overview

Keymark Financial is an independent registered investment adviser operating as a small, owner-run RIA that focuses on financial planning and portfolio management for individuals, families and smaller institutional clients. The firm runs discretionary accounts and favors equity-oriented solutions: exchange-traded equities are its primary building block and it maintains a clear tilt toward public equities for core exposure. Fee arrangements include percentage-of-AUM work alongside hourly and fixed-fee engagements, reflecting a mix of ongoing advisory relationships and project-based planning. Keymark Financial does not position itself as a capital allocator; instead it sources external managers and products to implement client strategies. The firm reports it is not an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices