FOUNTAIN HILLS, AZCRD 146054Latest ADV March 4, 2026
Key Group Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fountain Hills, AZ. Its latest Form ADV filing, dated March 4, 2026, reports $304M in regulatory assets under management, 5 employees, 2 offices, and 337 accounts.
Assets Under Management
$304M
Employees
5
Offices
2 offices
Total Clients
337
Primary office
FOUNTAIN HILLS, AZ
17100 E SHEA BLVD, SUITE 400A, FOUNTAIN HILLS, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 74.2% of total clients.
Top client categories% of clientsClients
1
Individuals
74.2%
250
2
HNWI
25.2%
85
3
Pension Plans
0.3%
1
4
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$304Mas of March 4, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$304M
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$304M
Total Accounts337
10Y AUM Change+$204M (+203.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee67:1
10Y Employee Change0 (0.0%)
* 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.