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| Happy Holidays!! thanks for using AUM13F!! |
| Key Investment Services LLC
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| CRD # | 136300 |
| SEC # | 801-65060 |
| CIK # | |
| AUM | $6.1 B (2025-04-21) |
| Employees | 1,131 (32% Investors, 100% Brokers) |
| Phone | 888-547-2968 |
| Address | 4900 Tiedeman Road Brooklyn, OH 44144 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 26,610 | 5.1 |
| (b) Individuals (high net worth individuals) | 623 | 1.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 117 | 0.0 |
| (h) Charitable organizations | 87 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 96 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 27,533 | 6.1 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 27,533 | 6.1 |
| Total | 27,533 | 6.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.1 | |
| Total | 27,533 | 6.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Geneva Capital Management LLC
✚
|
WI | 6.2 |
|
Modern Wealth Management LLC
✚
|
KS | 6.1 |
|
Capital Advisors Inc
✚
|
OK | 6.1 |
|
Maple-Brown Abbott Limited
✚
|
6.1 | |
|
Hays Financial Group LLC
✚
|
MN | 6.1 |
|
Promanage LLC
✚
|
IL | 6.1 |
|
Alphacore Capital LLC
✚
|
CA | 6.1 |
|
Global Alpha Capital Management Ltd
✚
|
6.0 | |
|
Wealthcare Advisory Partners LLC
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|
PA | 6.0 |
|
Harbor Investment Advisory LLC
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|
MD | 6.0 |