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KEY Financial, Inc.

KEY Financial, Inc.. CRD 116240

KEY Financial, Inc. logo

CRD: 116240

KEY Financial, Inc.

West Chester, PA, 19380
6104299050
pattibrennan.com
$2.8B Total AUM
$2.5B Disc. AUM
13.3% 3Y CAGR
36 Employees
1,439 ADV. Clients
31 yrs Firm Age

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Firm Details

Custodian
BNY Mellon · Charles Schwab & Company · Pershing
Clients
Retail and Institutional
Platforms
BridgeWave alpha +more
Established Date
12-05-1994
Office Locations
2

Office Locations

1 E Uwchlan Avenue Suite 401 Exton PA
1045a Andrew Drive West Chester PA

About KEY Financial, Inc.

Key Financial, Inc. is a West Chester, PA advisory led by Patti Brennan, providing financial planning and investment management for affluent families focused on protecting, preserving, and growing multigenerational legacy with tax-aware strategies. The firm builds portfolios using asset allocation across public funds, including ETFs and mutual funds, and coordinates estate and insurance planning. Notable: Brennan authored the best-selling personal finance book "Am I Going to Be Okay?".

Team overview

51 AVG AGE
$283.9M AVG AUM / ADVISOR
$2.0M AVG AUM / CLIENT
12.1 yrs AVG TENURE
36 Employees
10 Advisory Reps
10 RIA Reps
31yrs Firm Age

Insights

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Asset Classes

Vital alpha Capital Glacier Prime fusion Crest crest

Client Personas

Vertex crest Ember

CRM

Ridge Quantum Matrix

Custodian

Radial delta Matrix Peak value Insight meridian

Investment Themes

Harbor vertex Value

Investment Vehicles

Signal signal Capital zenith

Platform

Frontier bridge Insight oak

Services

Signal legacy Wave zenith Matrix Peak Wave value Foundation

Technology

Oak meridian Glacier momentum Meridian delta Ridge momentum Vital Zenith pioneer Meridian glacier

Owner & Executives

PATRICIA CLARK BRENNAN

PATRICIA CLARK BRENNAN

Chief Compliance Officer, Chief Executive Officer, Investment Advisor

CRD
#1454607
Ownership
75% or more
(891) 223-7102
radial.fusion@wavecapital.com
in linkedin.com/in/pathway-momentum
R

RICHARD BRADLEY EVERETT

Chief Investment Officer

CRD
#5254694
Ownership
Less than 5%
(668) 420-8285
frontier.horizon@atlascapital.com
in linkedin.com/in/optima-vector
E

Element delta

Pathway wave legacy

CRD
#88426
Ownership
19.8%
(392) 429-8636
delta.horizon@vertexcapital.com
in linkedin.com/in/alpha-peak

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Contacts

S

SAMUEL DAVID BAEZ JR.

--

CRD
#5726041
(252) 670-9593
summit.eagle@oakcapital.com
in linkedin.com/in/fusion-pathway
T

THOMAS JOSEPH BELISARI

Certified Financial Planner

CRD
#1061290
(824) 911-2621
zenith.matrix@momentumcapital.com
in linkedin.com/in/ridge-horizon
V

Vital foundation

Element ridge

CRD
#72503
(938) 731-9916
wave.summit@timbercapital.com
in linkedin.com/in/ember-matrix

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
11-02-2022
10-23-2023
10-29-2024
03-15-2025
03-23-2026
Category Assets AVG. Account size
Discretionary $2,548,454,796 $674,016
Non-Discretionary $290,694,813 $435,824
Total $2,839,149,609 $638,298

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Separately Managed Accounts

Total SMA Asset: $2,839,149,609

$2.8B Total SMA
Public Funds:
23.3%
Equity - Exchange:
27.3%
Cash:
32.3%
Other:
17.1%
Asset class Assets Assets %
Public Funds $1,359,100,459 23.3%
Equity - Exchange $1,592,422,427 27.3%
Cash $1,884,074,886 32.3%
Other $997,451,410 17.1%
Total $5,833,049,182 100.0%

13F Holdings | Q1 2026

Issuer Class Cusip Ticker % Value
MOMENTUM RADIAL NORTH UNISON 67Z1J1SK6 HZM 1.74% $40,091,036
HARBOR CAPITAL ZENITH RADIAL V30Z7FR7N JXLR 11.59% $9,622,653
OAK PRIME BEACON PEAK BRIDGE KRCPCOXTH COZGO 9.81% $66,802,545
VITAL MERIDIAN FOCUS ATLAS VITAL 2NPPTRHY4 TFD 5.69% $68,386,319
VERTEX CREST FRONTIER DELTA 8DUH8J7F3 ETK 5.94% $50,480,558
LEGACY CATALYST RIDGE VITAL BALIL6W5I NKC 11.78% $42,967,370
QUANTUM DELTA FOCUS HORIZON FOUNDATION QVTSJ432C HFN 5.14% $78,223,538
HORIZON FUSION SUMMIT BEACON UNISON STYEA1V1Y FCKE 9.53% $22,145,036

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