Keel Point, LLC
Huntsville, AL·SEC-registered · CRD #127902
Keel Point, LLC is an SEC-registered investment advisory firm in Huntsville, AL managing $4.1B across 6.3k client accounts, with 54 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$4.1B
Client accounts
6.3k
Advisory staff
54
Fee model
Fee-based
How Keel Point, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Keel Point, LLC
How much does Keel Point, LLC manage?
Per its most recent SEC Form ADV filing (06/08/2026), Keel Point, LLC reports $4.1B in regulatory assets under management across roughly 6.3k client accounts.
How does Keel Point, LLC charge?
Keel Point, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Keel Point, LLC a fiduciary?
Yes. Keel Point, LLC is registered with the U.S. Securities and Exchange Commission (CRD #127902), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Keel Point, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Keel Point, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Huntsville, AL
Profile compiled from Keel Point, LLC's public SEC Form ADV filing (CRD #127902, filed 06/08/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Keel Point, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Keel Point, LLC? Claim this profile.