Keychain Asset Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$50,000
Clients
4
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
4
LowAverage account size
$12,500
About
Keychain Asset Management provides investment advisory services to individuals, families, and businesses and also reports serving trusts, charitable organizations, pension and profit‑sharing plans, and other investment advisers. Its offerings include traditional wealth management and retirement planning, specialized digital‑asset portfolio management, digital payments and business‑integration consulting, and a fixed‑fee digital asset readiness assessment for prospective clients.
The firm integrates fundamental, technical, and quantitative analysis across traditional and digital asset classes with an emphasis on long‑term investing, diversification, and periodic rebalancing, while using institutional‑grade custodial solutions such as BitGo and Charles Schwab for client assets. It discloses that it conducts proprietary trading in separate firm accounts using a deterministic technical signal engine (TCE) and maintains policies and oversight intended to mitigate conflicts between those activities and client advisory services.
Compared with most small independent advisers, Keychain stands out for the breadth of its client types and services: it offers sub‑advising and turnkey digital‑asset solutions to other RIAs and discloses relationships with corporate and institutional clients—including banks, insurance entities, public plans, and, per its disclosures, sovereign wealth and governmental clients. The firm also engages in educational activities (authorship and client education offerings) and provides consulting and B2B products, features that are atypical for a firm of its size.
Client services
Financial planning
Portfolio management
Pension consulting
Newsletters or periodicals
Educational seminars or workshops
Expertise
Active portfolio management
Wealth management
Fee options
Fixed fees ranging from $75 to $500 for Digital Asset Readiness Assessment; fixed fees quoted in advance for consulting projects
$0 - $500,000: 1.25% annually $500,001 - $1,000,000: 1.00% annually $1,000,001+: 0.75% annually
$150 - $500 per hour for consulting services
Account minimum: $50,000 Fee-only: Fixed fees for Digital Payments & Business Integration Consulting and Digital Asset Readiness Assessment ($75 to $500)
Main office location
Keychain Asset Management
Oregon City OR, United States
Number of offices
1
Most active in
Keychain Asset Management has reported serving >5 clients in these states in the last 12 months.
Oregon
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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