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KEY CAPITAL MANAGEMENT, INC.
CRD 173773File 801-126114
APPROVED
Retail clients
Disclosure events
Filing as of Apr 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$393.0M
Below cohort median (national)
Discretionary AUM
$382.7M
Non-discretionary $10.3M
Clients
2,018
2,324 accounts
Employees
35
Below cohort median in TN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jul 15, 2022
- Principal office
- 181 EAST MAIN ST. SUITE #7, HENDERSONVILLE, TN, 37075
- Phone
- 615-826-5749
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $393.0M
- Discretionary AUM
- $382.7M
- Non-discretionary AUM
- $10.3M
- Discretionary accounts
- 2,216
- Non-discretionary accounts
- 108
- Total accounts
- 2,324
- AUM per client
- $195K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 69 | $113.2M |
| Pension and profit sharing plans | 12 | $4.2M |
| Individuals (other than high net worth individuals) | 1,937 | $275.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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- Q11G
- Q11D2
- Q11D5
- Q11H1C
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.