$17.7M Total AUM
$17.7M Disc. AUM
-- 3Y CAGR
2 Employees
12 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Principal
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-2024
- Office Locations
- 1
Office Locations
3710 Rawlins Street Suite 960 Dallas TX
About Five Keys Private Advisors LLC
Five Keys Private Advisors LLC is a Dallas-based RIA. The firm has been operating for 1 years. Managing $17.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Principal. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$17.7M AVG AUM / ADVISOR
$1.5M AVG AUM / CLIENT
1.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Oak meridian
Asset Classes
Optima Alpha Summit Value
Client Personas
Zenith
Investment Themes
Legacy signal
Investment Vehicles
Wave horizon
Services
Crest Summit fusion Oak foundation Signal Alpha Momentum
Owner & Executives
J
James David Bruno Jr.
Chief Investment Officer
- CRD
- #7904294
- Ownership
- 50% but less than 75%
(800) 383-4152
zenith.zenith@bridgecapital.com
in linkedin.com/in/oak-fusion
M
MATTHEW RYAN KENNEDY
Chief Compliance Officer
- CRD
- --
- Ownership
- 50% but less than 75%
(319) 687-7216
matrix.legacy@vertexcapital.com
in linkedin.com/in/meridian-quantum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,744,333 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,744,333 | -- |
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Separately Managed Accounts
Total SMA Asset: $17,744,333
Equity - Exchange:
26.5% Cash:
45.8% Equity - OTC:
27.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $131,712,095 | 26.5% |
| Cash | $227,638,262 | 45.8% |
| Equity - OTC | $137,676,415 | 27.7% |
| Total | $497,026,772 | 100.0% |