KEY FINANCIAL, INC.

CRD 116240File 801-107742

APPROVED

Retail clients

Filing as of Jul 17, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$2.84B

Top 25% of cohort (national)

Discretionary AUM

$2.55B

Non-discretionary $290.7M

Clients

1,418

4,448 accounts

Employees

Top 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: May 5, 2016
Principal office: 1045A ANDREW DRIVE, WEST CHESTER, PA, 19380
Phone: 610-429-9050
Website: HTTPS://VITALITYHUB.COM/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.84B
Discretionary AUM: $2.55B
Non-discretionary AUM: $290.7M
Discretionary accounts: 3,781
Non-discretionary accounts: 667
Total accounts: 4,448
AUM per client: $2.0M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	9	$12.9M
High net worth individuals	687	$2.55B
Pension and profit sharing plans	Fewer than 5	$3.0M
State or municipal government entities	Fewer than 5	$7.8M
Individuals (other than high net worth individuals)	722	$266.8M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Commissions
Other (described) — FINANCIAL PLANNING RETAINER
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To	Change
Apr 1, 2026	Employees	35	36	increased by1
Apr 1, 2026	Clients	2,155	1,418	decreased by737
Apr 1, 2026	AUM	$2,457,029,591	$2,839,149,609	increased by$382,120,018
Apr 1, 2026	Accounts	4,622	4,448	decreased by174
May 1, 2025 vs Oct 1, 2022	Employees	29	35	increased by6
May 1, 2025 vs Oct 1, 2022	Clients	1,303	2,155	increased by852
May 1, 2025 vs Oct 1, 2022	AUM	$1,874,023,734	$2,457,029,591	increased by$583,005,857
May 1, 2025 vs Oct 1, 2022	Accounts	3,955	4,622	increased by667
Apr 1, 2022	Employees	25	29	increased by4
Apr 1, 2022	Clients	832	1,303	increased by471
Apr 1, 2022	AUM	$1,476,906,293	$1,874,023,734	increased by$397,117,441
Apr 1, 2022	Accounts	2,813	3,955	increased by1,142
Nov 1, 2021	Disclosures	Yes	No
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “KEY FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KEY FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.