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

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

Key Group Management serves individual and high-net-worth clients through comprehensive portfolio management, standalone financial planning and retirement plan consulting. The firm also offers tax preparation, accounting and tax planning services through its affiliated firm, Key Group Tax Services, and generally requires a $250,000 minimum for its discretionary-style comprehensive management offering. The firm emphasizes a consultative, client-directed relationship: it reports $0 in discretionary assets and $303,800,000 in non‑discretionary assets as of year-end 2025, and does not accept discretionary authority to trade client accounts. Investment recommendations are grounded in fundamental analysis and may include ETFs, mutual funds, individual securities, bonds and derivatives (options, margin and short sales) with clients retaining final trading decisions. Compared with many peers, Key Group’s notable features are its predominance of non‑discretionary assets and its formal affiliation with an accounting practice staffed by CPAs and Enrolled Agents, which allows coordinated tax and investment work under separate engagement agreements. Representatives are also registered to sell commissionable securities and hold insurance licenses, a combination of roles the firm discloses and manages through its policies and client disclosures.

To learn more about the advisors currently working at Key Group 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.