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| Keyboard |
| Key Investment Services LLC
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|---|---|
| CRD # | 136300 |
| SEC # | 801-65060 |
| CIK # | |
| AUM | 8,876.9 M (2026-06-30) |
| Employees | 1,325 (27% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 888-547-2968 |
| Address | 4900 Tiedeman Road Brooklyn, OH 44144 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33,369 | 7.0 |
| (b) Individuals (high net worth individuals) | 1,140 | 1.8 |
| (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 | 175 | 0.0 |
| (h) Charitable organizations | 100 | 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 | 136 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 34,920 | 8.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 34,920 | 8.9 |
| Total | 34,920 | 8.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 8.0 | |
| Total | 34,920 | 8.9 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Crawford Investment Counsel Inc
✚
|
GA | 9,139.4 M |
|
Alphacore Capital LLC
✚
|
CA | 9,028.6 M |
|
Hornor Townsend & Kent LLC
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PA | 9,014.9 M |
|
Crossmark Global Investments Inc
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TX | 8,983.8 M |
|
Kingsview Wealth Management LLC
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|
OR | 8,957.1 M |
|
Arkadios Wealth Advisors LLC
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|
GA | 8,789.8 M |
|
Capital Analysts LLC
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|
PA | 8,769.0 M |
|
Hardman Johnston Global Advisors LLC
✚
|
CT | 8,767.8 M |
|
Forum Financial Management LP
✚
|
IL | 8,690.7 M |
|
Saturna Capital Corporation
✚
|
WA | 8,624.8 M |