CRD: 292203
Keyhouse Analytics Inc.
Sarasota, FL
9417350049
$20.7M Total AUM
$20.7M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-18-2018
- Office Locations
- 1
Office Locations
-- Sarasota FL
About Keyhouse Analytics Inc.
Keyhouse Analytics Inc. is a Sarasota-based RIA. The firm has been operating for 8 years. Managing $20.7M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Asset Management, Insurance, Portfolio Construction.
Team overview
53 AVG AGE
$20.7M AVG AUM / ADVISOR
$983.9K AVG AUM / CLIENT
7.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Atlas Wave
Services
Zenith Vertex prime Focus
Owner & Executives
KIP D SCHOONOVER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2172285
- Ownership
- 75% or more
(596) 515-5670
timber.momentum@summitcapital.com
in linkedin.com/in/vector-wave
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,661,635 | $333,333 |
| Non-Discretionary | $0 | -- |
| Total | $20,661,635 | $333,333 |
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Separately Managed Accounts
Total SMA Asset: $20,661,635
Equity - OTC:
30.5% Public Funds:
31.3% Equity - Exchange:
38.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,504,664,915 | 30.5% |
| Public Funds | $1,544,131,536 | 31.3% |
| Equity - Exchange | $1,884,531,140 | 38.2% |
| Total | $4,933,327,591 | 100.0% |