Keel Point, LLC

Keel Point, LLC (CRD# 127902) is a financial advisory firm headquartered in Huntsville, AL. They manage $2,940,456,131 in 5,548 accounts and serve the financial needs of clients across 40 states (or territories).

Current Firm Details
100 Church Street, Suite 500, Huntsville, AL 35801
https://www.facebook.com/keelpointllc
By the Numbers
  • Total Assets Under Management
    2,940
    MILLION
  • Total Number of Accounts
    5,548
    ACCOUNTS
  • Average Account Value
    $530,003
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI, WV

Financial Advisors at Keel Point, LLC
Showing 31 - 39 of 39 top financial advisors.
31
Henry Cowan, financial advisor Huntsville AL
Henry Cowan
CRD#: 7684563
100 Church Street, Suite 500, Huntsville, AL 35801

Henry Cowan (CRD# 7684563) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has 1 year of experience in the finance industry.

32
Aaron Eppard, financial advisor Vienna VA
Aaron R. Eppard
CRD#: 6653613
8065 Leesburg Pike, Vienna, VA 22182

Aaron Eppard (CRD# 6653613) is an Investment Advisor Representative working at Keel Point, LLC in Vienna, VA and has 1 year of experience in the finance industry.

33
Matthew Kerr, financial advisor Chattanooga TN
Matthew E. Kerr
CRD#: 6626404
25 East Main St., Suite 201, Chattanooga, TN 37408

Matthew Kerr (CRD# 6626404) is an Investment Advisor Representative working at Keel Point, LLC in Chattanooga, TN and has over 4 years of experience in the finance industry.

34
Vanessa Kraus, financial advisor Huntsville AL
Vanessa R. Kraus
CRD#: 6722333
100 Church Street, Suite 500, Huntsville, AL 35801

Vanessa Kraus (CRD# 6722333) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 4 years of experience in the finance industry.

35
Matthew Martindale, financial advisor Arnold MD
Matthew Martindale
CRD#: 7449629
Arnold, MD

Matthew Martindale (CRD# 7449629) is an Investment Advisor Representative working at Keel Point, LLC in Arnold, MD and has over 3 years of experience in the finance industry.

36
Brianna Parker, financial advisor Huntsville AL
Brianna G. Parker
CRD#: 7782039
100 Church Street, Suite 500, Huntsville, AL 35801

Brianna Parker (CRD# 7782039) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has 1 year of experience in the finance industry.

37
Michael Stanley, financial advisor Huntsville AL
Michael K. Stanley
CRD#: 7387473
100 Church Street, Suite 500, Huntsville, AL 35801

Michael Stanley (CRD# 7387473) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 2 years of experience in the finance industry.

38
Marissa Taylor, financial advisor Huntsville AL
Marissa M. Taylor
CRD#: 5744348
100 Church Street, Suite 500, Huntsville, AL 35801

Marissa Taylor (CRD# 5744348) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 9 years of experience in the finance industry.

39
Blake Waggoner, financial advisor Huntsville AL
Blake Waggoner
CRD#: 7251672
100 Church Street, Suite 500, Huntsville, AL 35801

Blake Waggoner (CRD# 7251672) is an Investment Advisor Representative working at Keel Point, LLC in Huntsville, AL and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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