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KEY INVESTMENT SERVICES LLC
CRD 136300File 801-65060
APPROVED
Retail clients
Disclosure events
Filing as of Jun 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$8.88B
Top 10% of cohort (national)
Discretionary AUM
$0
Non-discretionary $8.88B
Clients
34,920
34,920 accounts
Employees
1,325
Top 10% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 3, 2006
- Principal office
- 4900 TIEDEMAN ROAD, OH-01-49-0215, BROOKLYN, OH, 44144
- Phone
- (888) 547-2968
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $8.88B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $8.88B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 34,920
- Total accounts
- 34,920
- AUM per client
- $254K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 136 | $55.3M |
| Charitable organizations | 100 | $32.8M |
| High net worth individuals | 1,140 | $1.77B |
| Pension and profit sharing plans | 175 | $14.3M |
| Individuals (other than high net worth individuals) | 33,369 | $7.00B |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- 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- Q11
- Q11G
- Q11C2
- Q11C4
- Q11C5
- Q11D2
- Q11D4
- Q11E2
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.