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KEEL POINT, LLC
CRD 127902File 801-62249
APPROVED
Retail clients
Custody
Filing as of Jun 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$4.07B
Top 25% of cohort (national)
Discretionary AUM
$3.82B
Non-discretionary $253.8M
Clients
1,613
6,236 accounts
Employees
92
Top 25% of cohort in AL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Aug 1, 2003
- Principal office
- 100 CHURCH STREET, SUITE 500, HUNTSVILLE, AL, 35801
- Phone
- 256-704-5111
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.07B
- Discretionary AUM
- $3.82B
- Non-discretionary AUM
- $253.8M
- Discretionary accounts
- 6,174
- Non-discretionary accounts
- 62
- Total accounts
- 6,236
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 37 | $416.7M |
| Charitable organizations | 7 | $277.9M |
| High net worth individuals | 846 | $3.04B |
| Pooled investment vehicles | 1 | $420 |
| Pension and profit sharing plans | 6 | $11.2M |
| State or municipal government entities | Fewer than 5 | $127.3M |
| Individuals (other than high net worth individuals) | 714 | $198.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.