KeyHouse Analytics Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
KeyHouse Analytics Inc. provides discretionary, fee‑based investment advisory and portfolio management services to individual and business clients. The firm makes trading and allocation decisions on client accounts but does not act as custodian or provide custodial or back‑office services.
The adviser seeks returns above the S&P 500 while attempting to limit downside risk by concentrating portfolios in 15–20 U.S. growth companies across small, mid and large capitalizations and employing fundamental, technical and cyclical analysis. Stock selection is governed by explicit criteria — long‑term trends, earnings growth above 8%, positive free cash flow and reasonable valuation — and accounts are managed according to this uniform strategy rather than being customized for each client.
Noteworthy features include the firm’s uniform, rules‑based 15–20 stock model applied across client accounts, the combined use of multiple analysis disciplines, and a practice of billing management fees semi‑annually in arrears with fee deductions handled through the custodian (the firm does not maintain custody of client assets). The firm also recommends a specific custodian for execution and does not vote proxies on securities held in client accounts.
Client services
Expertise
Fee options
1.00% annually, billed semi-annually in arrears
Main office
Sarasota FL
Advisors at this office
1
Most active in
Florida
Also doing business as
Keyhouse Analytics · Keyhouse Analytics Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")