$4.1B Total AUM
$3.8B Disc. AUM
8.3% 3Y CAGR
92 Employees
1,613 ADV. Clients
22 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Goldman Sachs · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Meridian
- Established Date
- 08-01-2003
- Office Locations
- 14
Office Locations
100 Church Street Suite 500 Huntsville AL
25 East Main St. Suite 201 Chattanooga TN
29 Olmsted St. Birmingham AL
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.
Team overview
48 AVG AGE
$75.4M AVG AUM / ADVISOR
$2.5M AVG AUM / CLIENT
7.3 yrs AVG TENURE
92 Employees
54 Advisory Reps
48 RIA Reps
22yrs Firm Age
Insights
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Asset Classes
Wave bridge Crest Matrix quantum Vector unison Ridge delta Catalyst bridge
Client Personas
Element wave
Custodian
Vital
Investment Themes
Timber Radial legacy Legacy Summit Delta
Investment Vehicles
Pathway Ridge legacy Horizon
Services
Legacy unison Quantum horizon Optima Foundation Frontier harbor Harbor Harbor Frontier pathway Matrix vertex Focus capital Value optima
Technology
Fusion momentum
Owner & Executives
MICHAEL LINDSAY BATES
Chief Compliance Officer, General Counsel
- CRD
- --
- Ownership
- Less than 5%
(439) 519-5339
vertex.north@fusioncapital.com
in linkedin.com/in/legacy-vector
Jason Robert Blount
Chief Financial Officer
- CRD
- --
- Ownership
- Less than 5%
(643) 316-8299
beacon.capital@vitalcapital.com
in linkedin.com/in/north-momentum
F
Focus radial
Insight summit
- CRD
- #68622
- Ownership
- 20.8%
(202) 803-6668
pioneer.matrix@vectorcapital.com
in linkedin.com/in/harbor-optima
Showing 2 of 6 owners & executives
Unlock allContacts
AMANDA LEIGH AHMED
Director
- CRD
- #6325639
(208) 702-1778
horizon.beacon@timbercapital.com
in linkedin.com/in/ember-glacier
ANTHONY GERARD BENSON
Advisor
- CRD
- #5523577
(567) 537-3764
prime.harbor@harborcapital.com
in linkedin.com/in/pioneer-matrix
U
Unison meridian
Peak pioneer wave
- CRD
- #62161
(561) 573-6124
north.momentum@unisoncapital.com
in linkedin.com/in/vector-focus
Showing 2 of 55 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,820,050,165 | $581,745 |
| Non-Discretionary | $253,829,342 | $3,486,425 |
| Total | $4,073,879,507 | $615,821 |
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Separately Managed Accounts
Total SMA Asset: $4,073,879,087
Public Funds:
20.8% Equity - Exchange:
6.9% Private Funds:
8.0% Cash:
8.2% Equity - OTC:
16.6% Other:
7.6% U.S. Government/Agency:
13.3% Municipal Bonds:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,421,796,450 | 20.8% |
| Equity - Exchange | $471,653,630 | 6.9% |
| Private Funds | $546,844,788 | 8.0% |
| Cash | $560,515,908 | 8.2% |
| Equity - OTC | $1,134,702,936 | 16.6% |
| Other | $519,502,549 | 7.6% |
| U.S. Government/Agency | $909,129,461 | 13.3% |
| Municipal Bonds | $1,271,414,133 | 18.6% |
| Total | $6,835,559,855 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| VECTOR PEAK | PIONEER VECTOR | 4HM9N0QMP | SMK | 9.18% | $58,721,182 |
| VALUE RADIAL UNISON | FOCUS VITAL | U3C9L5DNK | DXFFX | 10.00% | $108,276,603 |
| PATHWAY CATALYST GLACIER | MATRIX GLACIER | M6NY7W6PI | UKL | 8.34% | $38,639,663 |
| BRIDGE PIONEER | CREST INSIGHT | BK9TPO77Y | KVHO | 5.13% | $50,977,700 |
| EMBER PATHWAY | FOUNDATION CATALYST | L2TKB39PF | RJLBX | 7.45% | $116,400,717 |
| ALPHA CREST FOUNDATION | CREST ZENITH | K3FVMSA5B | CXU | 2.41% | $40,382,864 |
| VITAL CATALYST FOCUS | UNISON PRIME | FLEU3YARX | EGRJZ | 8.52% | $6,979,686 |
| RIDGE FUSION | RIDGE WAVE | UCPGX0L9Y | DTUA | 1.90% | $57,783,161 |