Wealth Manager
    SEC Registered

    Key Investment Services LLC

    Registered investment advisor · Brooklyn, Ohio · CRD #136300

    Assets Under Management
    $8.9B
    Client Accounts
    34,920
    Employees
    1,325
    CRD Number
    136300
    Registration
    SEC Registered
    Custodian
    Pershing Llc

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

    About Key Investment Services LLC

    KeyBank is a major bank-based financial services company headquartered in Cleveland, Ohio. Established in 1994 through a merger, it has roots dating back to 1825. KeyBank operates approximately 1,000 branches and over 1,200 ATMs, serving clients across 15 states, primarily in the Midwest and Northeast. The company offers a wide range of services through its Consumer and Commercial Banking segments. Consumer services include deposit and investment products, personal finance, lending options like

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Key Investment Services LLC

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    Frequently Asked Questions

    What is Key Investment Services LLC's AUM?

    Key Investment Services LLC reports approximately $8.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Key Investment Services LLC headquartered?

    Key Investment Services LLC is headquartered in Brooklyn, Ohio.

    What is Key Investment Services LLC's CRD number?

    Key Investment Services LLC's CRD number is 136300. 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 Key Investment Services LLC manage?

    Key Investment Services LLC manages approximately 34,920 client accounts according to its latest SEC filing.

    Is Key Investment Services LLC SEC registered?

    Yes, Key Investment Services LLC is registered with the SEC as an investment adviser with an approved registration status.

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