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| Happy Holidays!! thanks for using AUM13F!! |
| Key Capital Management Inc
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| CRD # | 173773 |
| SEC # | 801-126114 |
| CIK # | |
| AUM | $293.0 M (2025-01-23) |
| Employees | 30 (23% Investors, 0% Brokers) |
| Phone | 615-826-5749 |
| Address | 181 East Main St Suite 7 Hendersonville, TN 37075 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,679 | 214.3 |
| (b) Individuals (high net worth individuals) | 51 | 78.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,171 | 293.0 |
| By Discretionary | ||
| Discretionary | 2,091 | 276.5 |
| Non-Discretionary | 80 | 16.5 |
| Total | 2,171 | 293.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 293.0 | |
| Total | 2,171 | 293.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Centerline Wealth Advisors LLC
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|
KY | 0.3 |
|
Post Resch Tallon Group Inc
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|
NY | 0.3 |
|
Triton Financial Group Inc
✚
|
OK | 0.3 |
|
Nicholson Meyer Capital Management Inc
✚
|
MO | 0.3 |
|
Optima Capital LLC
✚
|
OR | 0.3 |
|
WFG Capital Advisors LLC
✚
|
AL | 0.3 |
|
North Capital Inc
✚
|
UT | 0.3 |
|
Panoramic Investment Advisors LLC
✚
|
CO | 0.3 |
|
Advisors Financial Inc
✚
|
VA | 0.3 |
|
Quarry Hill Advisors LLC
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|
MN | 0.3 |