|
⚲
|
| Keyboard |
| Key Financial Inc
✚
|
|
|---|---|
| CRD # | 116240 |
| SEC # | 801-107742 |
| CIK # | 0001801720 |
| AUM | 2,839.1 M (2026-03-23) |
| Employees | 36 (28% Investors, 36% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-429-9050 |
| Address | 1045A Andrew Drive West Chester, PA 19380 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Apple Inc | 26.3 | |
| Microsoft Corp | 10.6 | |
| J P Morgan Chase & Co | 6.5 | |
| Broadcom Inc | 6.3 | |
| Johnson & Johnson | 6.3 | |
| Trebia Acquisition Corp | 6.1 | |
| Nvidia Corp | 5.9 | |
| Amazon Com Inc | 5.8 | |
| Alphabet Inc | 5.0 | |
| Global MOFY Metaverse Ltd | 4.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 722 | 0.3 |
| (b) Individuals (high net worth individuals) | 687 | 2.5 |
| (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 | 9 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,448 | 2.8 |
| By Discretionary | ||
| Discretionary | 3,781 | 2.5 |
| Non-Discretionary | 667 | 0.3 |
| Total | 4,448 | 2.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.8 | |
| Total | 4,448 | 2.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001801720] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 21 |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Stoker Ostler Wealth Advisors Inc
✚
|
AZ | 3,669.8 M |
|
Roffman Milller Associates Inc
✚
|
PA | 3,198.7 M |
|
Bogart Wealth LLC
✚
|
VA | 3,190.5 M |
|
Baltimore-Washington Financial Advisors Inc
✚
|
MD | 2,985.6 M |
|
Berger Financial Group Inc
✚
|
MN | 2,948.9 M |
|
Chas P Smith & Associates PA Cpa's
✚
|
FL | 2,888.3 M |
|
Keystone Financial Group LLC
✚
|
KY | 2,338.2 M |
|
John Hancock Personal Financial Services LLC
✚
|
MA | 2,198.1 M |
|
SOFI Wealth LLC
✚
|
CA | 2,047.3 M |
|
Armstrong Advisory Group Inc
✚
|
MA | 1,668.2 M |