A complete list of active advisors currently associated with Keel Point, LLC
Warmer can help you find a great advisor at Keel Point, LLC or one who fits your needs even better.
Keel Point, LLC is a multi‑team registered investment adviser managing about $4.07 billion and serving individuals (including high‑net‑worth and family office clients), institutional investors, retirement plan sponsors and corporations. The firm provides discretionary and non‑discretionary portfolio management, financial planning, OCIO and corporate retirement/benefits consulting across a range of asset classes. Investment decisions are driven by a team‑based blend of fundamental and quantitative analysis that produces strategic and tactical asset allocations implemented through its Core, Fund Strategies, Multi‑Asset, Standalone Tactical and Advisor Strategies programs. Keel Point uses sub‑advisers and co‑management relationships, offers customization (including municipal or socially/Biblically oriented sleeves), and monitors portfolios against benchmarks with periodic reporting. Keel Point’s business includes several uncommon features for firms of its size: an affiliated broker‑dealer (Keel Point Capital, KPC) and an affiliated insurance agency (Keel Point Insurance Advisors), affiliate trading and trust entities (Keel Point Trading, KP Convexity, Keel Point Trust Company), and adviser roles to sponsored private funds such as Endeavor Private Credit Fund I, LP, KPAM Tactical Alpha and the Keel Point Distressed Access Fund. These affiliated brokerage, insurance and private‑fund activities, together with the firm’s use of pooled vehicles and structures that can generate performance‑based fees and profit allocations, distinguish its operating model from many peers and are addressed through disclosed due diligence and conflicts‑review procedures.
To learn more about the advisors currently working at Keel Point, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Keel Point, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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