Wealth Manager
    SEC Registered
    Manages Private Funds

    Keel Point, LLC

    Registered investment advisor · Huntsville, Alabama · CRD #127902

    Assets Under Management
    $3.5B
    Client Accounts
    5,626
    Employees
    76
    CRD Number
    127902
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Keel Point, LLC

    Keel Point, LLC is a registered investment advisory firm offering personalized wealth management, family office services, and institutional asset management. They use an open architecture platform and charge fees based on assets under management. They focus on strategy-based, tailored solutions.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Keel Point, LLC

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    Frequently Asked Questions

    What is Keel Point, LLC's AUM?

    Keel Point, LLC reports approximately $3.5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Keel Point, LLC headquartered?

    Keel Point, LLC is headquartered in Huntsville, Alabama.

    What is Keel Point, LLC's CRD number?

    Keel Point, LLC's CRD number is 127902. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Keel Point, LLC manage?

    Keel Point, LLC manages approximately 5,626 client accounts according to its latest SEC filing.

    Is Keel Point, LLC SEC registered?

    Yes, Keel Point, LLC is registered with the SEC as an investment adviser with an approved registration status.

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