|
⚲
|
| Key Investment Services LLC
✚
|
|
|---|---|
| CRD # | 136300 |
| SEC # | 801-65060 |
| CIK # | |
| AUM | $8.9 B (2026-06-30) |
| Employees | 1,325 (27% Investors, 100% Brokers) |
| Phone | 888-547-2968 |
| Address | 4900 Tiedeman Road Brooklyn, OH 44144 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 33,369 | 7.0 |
| (b) Individuals (high net worth individuals) | 1,140 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 175 | 0.0 |
| (h) Charitable organizations | 100 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 136 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 34,920 | 8.9 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 34,920 | 8.9 |
| Total | 34,920 | 8.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.9 | |
| United States Persons | 8.0 | |
| Total | 34,920 | 8.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Crawford Investment Counsel Inc
✚
|
GA | 9.1 |
|
Alphacore Capital LLC
✚
|
CA | 9.0 |
|
Hornor Townsend & Kent LLC
✚
|
PA | 9.0 |
|
Crossmark Global Investments Inc
✚
|
TX | 9.0 |
|
Kingsview Wealth Management LLC
✚
|
OR | 9.0 |
|
Arkadios Wealth Advisors LLC
✚
|
GA | 8.8 |
|
Capital Analysts LLC
✚
|
PA | 8.8 |
|
Hardman Johnston Global Advisors LLC
✚
|
CT | 8.8 |
|
Forum Financial Management LP
✚
|
IL | 8.7 |
|
Saturna Capital Corporation
✚
|
WA | 8.6 |