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Key Group Management, Inc.

Updated today

Client AUM

$299,800,000

Clients

335

Advisors

8

across 4 offices

About

Key Group Management serves individual and high-net-worth clients through a team of eight advisors, offering comprehensive portfolio management, standalone financial planning and retirement plan consulting. The firm combines discretionary-style investment advice with a range of securities (ETFs, mutual funds, individual equities and bonds) and standalone planning services, and also coordinates tax planning and accounting work through an affiliated tax practice.

The firm employs fundamental analysis and a mix of strategies — including long-term positions, options, margin and short sales — but does not accept discretionary trading authority; it reports $0 in discretionary and $303.8 million in non-discretionary regulatory assets, so clients retain trade approval. Portfolios are monitored and rebalanced by the team, and client cash balances are generally held in conservative instruments to support liquidity and fee processing.

Key Group is notable among similar team firms for the combination of a largely non-discretionary asset base and its affiliation with Key Group Tax Services, where CPAs and EAs provide tax preparation, accounting and tax planning under separate engagement agreements. Advisors are also registered to effect commissionable securities transactions, a structure the firm discloses and manages as a potential conflict of interest.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies

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Fee options

Fixed

Flat fees for financial planning and consulting range from $1,500 to $10,000

Percentage

$0 - $5,000,000: 1.25% $5,000,001 - $10,000,000: 0.75% $10,000,000+: 0.50%

Commissions

Representatives are registered representatives of broker dealer and receive commissions from securities sales

Project-based

Hourly fees for financial planning and consulting up to $300/hour

Other

Account minimum: $250,000 Minimum fee: Financial Planning flat fees range from $1,500 to $10,000; minimum fee for written financial plans generally $1,500 Fee-only: Financial planning and consulting charged on hourly basis up to $300/hour and flat fees $1,500 to $10,000

Main office

See office

17100 E Shea Blvd, Suite 400 A

Fountain Hills AZ 85268

Advisors at this office

4

Most active in

Arizona · California · Delaware · Florida · New Jersey · New York · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Colin H

Series 63, Series 65

Ramsey, NJ

Key Group Management, Inc.

Colin Heafy is a financial advisor with Key Group Management, Inc. in Ramsey, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance, and National Planning Corporation. Outside his advisory work, he is a partner in software development for client onboarding and maintains a real estate license for personal use. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm provides non-discretionary investment advice and integrates tax and accounting resources through its affiliation with Key Group Tax Services.

Options & derivatives strategies
user avatar

R C

Series 63, Series 65

Fountain Hills, AZ

Key Group Management, Inc.

R Cioffari is a financial advisor with Key Group Management, Inc. in Fountain Hills, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. He has been associated with Key Group Management since 2009. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm emphasizes non-discretionary client relationships and integrates tax and accounting resources through its affiliation with Key Group Tax Services.

Options & derivatives strategies
user avatar

Timothy C

Series 63, Series 66

Ramsey, NJ

Key Group Management, Inc.

Timothy Conboy is a financial advisor at Key Group Management, Inc. with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. He also offers insurance product sales and service, including variable annuity products. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, providing comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm employs fundamental analysis with a variety of investment strategies and coordinates tax planning through an affiliated tax practice.

Options & derivatives strategies
user avatar

Patrick M

CFP®, ChFC®, Series 63, Series 65

Fountain Hills, AZ

Key Group Management, Inc.

Patrick Murray is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Key Group Management, Inc., where he has worked since 2008, and has held prior roles at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance, and National Planning Corporation. In addition to his advisory work, Murray manages Key Group Tax Services, which provides income tax preparation and filing for individuals and businesses, and is involved in consulting and marketing a software tool called Red Capture. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, primarily on a non-discretionary basis. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, offering a combined approach that includes equities, bonds, mutual funds, ETFs, options, and other securities.

Options & derivatives strategies
user avatar

Michael M

Series 63, Series 65

Ramsey, NJ

Key Group Management, Inc.

Michael Mcmane is a financial advisor at Key Group Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. Outside of his advisory role, he serves on the boards of the Livingston Chamber of Commerce and the West Essex YMCA and acts as executor of his mother’s estate. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, emphasizing non-discretionary client relationships. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, providing a combined approach to wealth management.

Options & derivatives strategies
user avatar

Brendan H

Series 63, Series 65

Fountain Hills, AZ

Key Group Management, Inc.

Brendan Heafy is a financial advisor with Key Group Management, Inc. in Fountain Hills, AZ, holding Series 63 and Series 65 licenses. He joined Key Group Management and its affiliated Key Group Benefits in 2026. Prior to his advisory role, Brendan worked at Corellium, Myers Holum, and Windrate among other firms and organizations. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, offering comprehensive portfolio management, standalone financial planning, and retirement plan consulting. The firm uses fundamental analysis and a mix of strategies while maintaining a non-discretionary asset base and coordinating tax planning and accounting through an affiliated tax practice.

Options & derivatives strategies
user avatar

Stephen S

Series 66

Kennett Square, PA

Key Group Management, Inc.

Stephen Scialo is a financial advisor with Key Group Management, Inc., holding a Series 66 designation and five years of industry experience. His prior roles include positions at Innovate Advisors, Mallie LLP, Avantax Insurance Services, and UBS Financial Services. Key Group Management serves individual and high-net-worth clients through a team of eight advisors, offering portfolio management, financial planning, and retirement plan consulting. The firm employs fundamental analysis and multiple investment strategies without discretionary trading authority, and coordinates tax planning and accounting through an affiliated tax practice.

Options & derivatives strategies
user avatar

Kyle H

Series 63, Series 65

Fountain Hills, AZ

Key Group Management, Inc.

Kyle Heafy is an advisor at Key Group Management, Inc. He holds Series 63 and Series 65 designations and has been with the firm since 2026. Prior to joining Key Group Management, he worked in various roles at companies including Applitools and Myers-Holum. Key Group Management serves individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm integrates tax and accounting resources through its affiliation with Key Group Tax Services, providing a combined approach that distinguishes it from many peers.

Options & derivatives strategies
View complete list of advisors at this firm
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