A complete list of active advisors currently associated with Key Capital Advisors, Inc.

Warmer can help you find a great advisor at Key Capital Advisors, Inc. or one who fits your needs even better.

Key Capital Advisors, Inc. provides wealth management and portfolio management services primarily to high‑net‑worth individuals, typically through discretionary portfolio oversight and placements with third‑party investment managers. The firm charges AUM-based fees and maintains a relatively small client roster managed by a compact advisory team. The firm frequently places client assets with external asset managers and custodians and has formal solicitation and referral arrangements with several international firms, as well as a rebate arrangement with an international custodian that is paid in foreign currency. In some cases the firm may accept referral payments from third‑party advisors and disclose that those payments can be rebated to clients or offset client fees when agreed in advance. Compared with many peers, the firm reports a notable non‑U.S. client base and active use of international managers and custodians, which may affect custody and compensation practices. The brochure also discloses a 2016 administrative order addressing filing and contract deficiencies (with an imposed fine that was paid), and the firm’s principal serves as the primary — effectively self‑supervising — client contact.

To learn more about the advisors currently working at Key Capital Advisors, Inc., 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.