Key Investment Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brooklyn, OH. Its latest Form ADV filing, dated March 30, 2026, reports $8.9B in regulatory assets under management, 1,325 employees, 25 offices, and 34,920 accounts.
Assets Under Management
$8.9B
Employees
1,325
Offices
25 offices
Total Clients
34,920
Primary office
BROOKLYN, OH
4900 TIEDEMAN ROAD, OH-01-49-0215, BROOKLYN, OH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 95.6% of total clients.
Top client categories% of clientsClients
1
Individuals
95.6%
33,369
2
HNWI
3.3%
1,140
3
Pension Plans
0.5%
175
4
Corporations
0.4%
136
5
Charitable
0.3%
100
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$8.9Bas of March 30, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$8.9B
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$8.9B
Total Accounts34,920
10Y AUM Change+$7.6B (+604.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1,325
Clients per Employee26:1
10Y Employee Change-75 (-5.4%)
* 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.