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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 08-01-2003
- Office Locations
- 12
Office Locations
About Keel Point, LLC
Keel Point, LLC provides strategy-based, individualized personal wealth management, family office services, and institutional asset management. The firm serves both retail and institutional clients, including entrepreneurs, with an investment approach centered on asset allocation and risk management using mutual funds, ETFs and other vehicles. Multi-office presence and relationships with major custodians such as Schwab and Fidelity.
Reported data analysis
What the numbers show
Between May 29, 2025 and June 8, 2026, reported AUM increased 17.6%, from $3.5B to $4.1B.
Across 5 reported observations, AUM increased 39.8% between October 26, 2022 and June 8, 2026, from $2.9B to $4.1B.
Of the latest reported AUM, 93.8% is discretionary and 6.2% is non-discretionary.
The firm reports 54 advisory representatives and 1,613 clients, or 29.9 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 12 reported office locations and 23 years in operation. The source data was last updated on June 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Keel Point, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL LINDSAY BATES
Chief Compliance Officer, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Jason Robert Blount
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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AMANDA LEIGH AHMED
Director
- CRD
- #6325639
DAVID CHARLES AUSTIN
--
- CRD
- #3263614
Showing 2 of 54 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,820,050,165 | $618,732 |
| Non-Discretionary | $253,829,342 | $4,094,022 |
| Total | $4,073,879,507 | $653,284 |
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Separately Managed Accounts
SMA allocation detail is available
Keel Point, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Keel Point, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.