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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-11-2023
- Office Locations
- 1
Office Locations
About Appalaches Capital, LLC
Appalaches Capital, LLC is a Kentucky-registered investment adviser (founded 2023) running concentrated, long-only managed accounts in public equities and related securities. The firm targets absolute returns with a value-oriented process combining fundamental and quantitative analysis and a 3-5 year horizon. Benchmark-agnostic and willing to hold cash; custodies with Interactive Brokers. Serves institutions, trusts, and high-net-worth and individual investors.
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Owner & Executives
Jake Anthony Keys
Managing Member
- CRD
- #7719089
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $964,573 | -- |
| Non-Discretionary | $0 | -- |
| Total | $964,573 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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