Keel Point, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Huntsville, AL. Its latest Form ADV filing, dated May 29, 2025, reports $3.5B in regulatory assets under management, 76 employees, 8 offices, and 5,626 accounts.
Assets Under Management
$3.5B
Employees
76
Offices
8 offices
Total Clients
1,524
Primary office
HUNTSVILLE, AL
100 CHURCH STREET, SUITE 500, HUNTSVILLE, AL, United States
Top client segmentHNWI represent 49.7% of total clients.
Top client categories% of clientsClients
1
HNWI
49.7%
757
2
Individuals
47.1%
718
3
Corporations
2.2%
34
4
Pension Plans
0.4%
6
5
Charitable
0.3%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of May 29, 2025
Discretionary93.4%
$3.2B
93% of total RAUM93.4%
Non-discretionary6.6%
$230M
7% of total RAUM6.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.5B
Total Accounts5,626
10Y AUM Change+$2.0B (+142.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees76
Clients per Employee20:1
10Y Employee Change+19 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.