← Directory
KEY CAPITAL MANAGEMENT, INC.
CRD 173773File 801-126114
APPROVED
Retail clients
Disclosure events
Filing as of Apr 8, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 30 | 35 | increased by5 |
| Mar 1, 2026 | Clients | 1,730 | 2,018 | increased by288 |
| Mar 1, 2026 | AUM | $292,985,635 | $392,952,016 | increased by$99,966,381 |
| Mar 1, 2026 | Accounts | 2,171 | 2,324 | increased by153 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 4 | 30 | increased by26 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 936 | 1,730 | increased by794 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $104,922,302 | $292,985,635 | increased by$188,063,333 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 936 | 2,171 | increased by1,235 |
| Aug 1, 2022 | 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 CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KEY CAPITAL” 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.