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

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

Key Capital Management, Inc. provides discretionary and non‑discretionary portfolio management and financial planning to individual and high‑net‑worth clients. The firm's ADV reports approximately $393 million in discretionary assets under management and a team of seven advisors serving roughly 1,730 client relationships. The firm implements client plans using model portfolios and a mix of technical, fundamental and modern portfolio theory approaches, and it invests across mutual funds, ETFs, fixed income, REITs and annuities. KCMI may manage accounts directly or by engaging unaffiliated sub‑advisers, typically operates with discretionary trading authority, and notes that tax efficiency is not its primary consideration unless agreed otherwise. Compared with many peers, KCMI discloses several atypical features: it sponsors a wrap‑fee program (see Appendix 1), reports receipt of research and technology benefits through its custodian platform, and maintains a multi‑office structure while serving a high number of clients per advisor (more than 200). The brochure also discloses affiliations with an affiliated tax‑preparation and insurance business, and firm materials (including its website) reference third‑party ratings, all of which may affect how services are delivered relative to other team advisers.

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