$69.6M Total AUM
$69.6M Disc. AUM
-- 3Y CAGR
7 Employees
91 ADV. Clients
24 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bank Vontobel · Charles Schwab & Company · Deutsche Bank · Morgan Stanley
- Clients
- Retail
- Platforms
- Prime north
- Established Date
- 08-14-2001
- Office Locations
- 2
Office Locations
1000 Brickell Avenue Suite 315 Miami FL
Alte Feldeggstrasse 14 Zurich --
About KEY Capital Advisors, Inc.
KEY Capital Advisors, Inc. is a Miami-based RIA with 2 offices. The firm has been operating for 24 years. Managing $69.6M in total assets under management, with 2 advisory representatives. They custody assets with Bank Vontobel and Charles Schwab & Company. Services offered include Asset Management.
Team overview
56 AVG AGE
$34.8M AVG AUM / ADVISOR
$765.3K AVG AUM / CLIENT
12.6 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
24yrs Firm Age
Insights
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Asset Classes
Zenith
Services
Pathway
Technology
Bridge insight
Owner & Executives
A
ANDREW CATUNDA DE ARAUJO
President
- CRD
- #4410818
- Ownership
- 75% or more
(800) 571-8991
ridge.beacon@vitalcapital.com
in linkedin.com/in/oak-zenith
S
SERGIO IRINEU DEARAUJO
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(709) 747-7355
summit.capital@primecapital.com
in linkedin.com/in/vital-peak
B
Beacon ridge
Fusion momentum
- CRD
- #14792
- Ownership
- 23.5%
(316) 664-2997
capital.meridian@pioneercapital.com
in linkedin.com/in/north-alpha
Showing 2 of 3 owners & executives
Unlock allContacts
K
KAI CHRISTIAN POETSCHKE
Managing Director
- CRD
- #4378083
(834) 798-6543
fusion.frontier@primecapital.com
in linkedin.com/in/ridge-vital
Showing 1 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $69,638,549 | $2,291,090 |
| Non-Discretionary | $0 | -- |
| Total | $69,638,549 | $2,291,090 |
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Separately Managed Accounts
Total SMA Asset: $69,638,549
Corporate - Investment Grade:
9.4% Equity - Exchange:
14.7% Cash:
19.0% Corporate - Non-Investment Grade:
20.8% Other:
15.7% Sovereign Bonds:
12.5% U.S. Government/Agency:
7.9% | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $113,548,328 | 9.4% |
| Equity - Exchange | $177,570,258 | 14.7% |
| Cash | $229,512,578 | 19.0% |
| Corporate - Non-Investment Grade | $251,255,875 | 20.8% |
| Other | $189,649,867 | 15.7% |
| Sovereign Bonds | $150,995,117 | 12.5% |
| U.S. Government/Agency | $95,428,915 | 7.9% |
| Total | $1,207,960,938 | 100.0% |