linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Keel Point, LLC

Headquartered in HUNTSVILLE, AL

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Keel Point, LLC is an investment advisor registered with the SEC, headquartered in Huntsville, AL. The firm has 45 registered representatives and provides financial planning, portfolio management for individuals, businesses, and pooled investment vehicles, as well as consulting services to third-party RIAs. Keel Point manages approximately $2.94 billion in assets for a range of clients, including individuals, corporations, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.

Keel Point, LLC

100 CHURCH STREET

HUNTSVILLE, AL 35801

$2.94B

Assets Under Management

Not reported

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting service to third-party ria

Consulting service to third-party ria

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (18)

KEEL POINT, LLC has a total of 18 branch locations across the country.
location

Milford, NH

location

Lyman, SC

location

Tysons Corner, VA

location

Vienna, VA

location

North Billerica, MA

location

Brentwood, TN

location

Arnold, MD

location

MILFORD, NH

location

McLean, Virginia, VA

location

Greenville, NC

location

HUNTSVILLE, AL

location

Birmingham, AL

location

Charleston, SC

location

VIENNA, VA

location

Huntsville, AL

location

Cave Creek, AZ

location

Chattanooga, TN

location

RICHMOND, VA

Advisors at Keel Point, LLC

View All 42 Advisors
Unclaimed
David Melville Parks

RA

VIENNA, VA

View Profile
Unclaimed
Vanessa Renee Kraus

RA

HUNTSVILLE, AL

View Profile
Unclaimed
Blake Waggoner

RA

HUNTSVILLE, AL

View Profile
Unclaimed
Amanda Leigh Ahmed

RA

VIENNA, VA

View Profile
Unclaimed
Amber Lavon reed Christopher

RA

Vienna, VA

View Profile
Unclaimed
Gisle Garmann Sorli

CFP®, RA

Tysons Corner, VA

View Profile
Unclaimed
Jacob Ryan Stewart

RA

North Billerica, MA

View Profile
Unclaimed
Michael King Stanley

RA

HUNTSVILLE, AL

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Keel Point, LLC is right for you?

Disclosures

There are no public disclosures for Keel Point, LLC.

Frequently Asked Questions (6)

Not sure if Keel Point, LLC is right for you?