CRD: 173773
KEY Capital Management, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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