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| Keyboard |
| Key Capital Management Inc
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|---|---|
| CRD # | 173773 |
| SEC # | 801-126114 |
| CIK # | 0002107249 |
| AUM | 393.0 M (2026-04-08) |
| Employees | 35 (26% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 615-826-5749 |
| Address | 181 East Main St Suite 7 Hendersonville, TN 37075 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,937 | 275.5 |
| (b) Individuals (high net worth individuals) | 69 | 113.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 4.2 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,324 | 393.0 |
| By Discretionary | ||
| Discretionary | 2,216 | 382.7 |
| Non-Discretionary | 108 | 10.3 |
| Total | 2,324 | 393.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 393.0 | |
| Total | 2,324 | 393.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002107249] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
ACAS LLC
✚
|
CA | 393.4 M |
|
Core Wealth Partners LLC
✚
|
CA | 393.2 M |
|
PFW Advisors LLC
✚
|
GA | 393.2 M |
|
Causey Wealth LLC
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|
CO | 393.2 M |
|
C C Dunnavan & Co Inc
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|
MN | 392.7 M |
|
Atlatl Advisers LLC
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|
WI | 392.7 M |
|
Panoramic Capital Partners LLC
✚
|
OR | 392.7 M |
|
The Darrow Company Inc
✚
|
MA | 392.4 M |
|
Eastover Investment Advisors LLC
✚
|
NC | 392.3 M |
|
S&A Financial Services Inc
✚
|
KS | 392.3 M |