CRD: 173773
KEY Capital Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-11-2015
- Office Locations
- 1
Office Locations
About KEY Capital Management, Inc.
Wood Financial Group (Key Capital Management, Inc.) is a Hendersonville, TN RIA focused on helping pre-retirees and retirees build and manage retirement income plans. The team provides holistic planning—investment, tax, estate/legacy, insurance and charitable strategies—using diversified portfolios that include ETFs and mutual funds. Custodies with Schwab. Advisor Rachel Biggerstaff was featured in InvestmentNews’ 2025 “$100M Club” Top Female Advisors.
Reported data analysis
What the numbers show
Between October 13, 2025 and April 8, 2026, reported AUM increased 34.1%, from $293.0M to $393.0M.
Across 5 reported observations, AUM increased 274.5% between November 11, 2022 and April 8, 2026, from $104.9M to $393.0M.
Of the latest reported AUM, 97.4% is discretionary and 2.6% is non-discretionary.
The firm reports 9 advisory representatives and 2,018 clients, or 224.2 clients per representative. That equates to $194.7K in reported AUM per client.
The profile lists 1 reported office location and 11 years in operation. The source data was last updated on April 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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Owner & Executives
WESLEY PRICE WOOD
Advisor, PRINCIPAL
- CRD
- #4703879
- Ownership
- 75% or more
KEVIN MICHAEL MCCANN
Chief Compliance Officer, Director
- CRD
- #2509142
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Spencer David Ader
Wealth Advisor
- CRD
- #7140744
Rachel Lee Biggerstaff
Wealth Advisor
- CRD
- #6097695
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $382,682,836 | $172,691 |
| Non-Discretionary | $10,269,180 | $95,085 |
| Total | $392,952,016 | $169,084 |
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Separately Managed Accounts
SMA allocation detail is available
KEY Capital Management, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
KEY Capital Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.