$339.4M Total AUM
$339.4M Disc. AUM
-- 3Y CAGR
5 Employees
143 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Momentum vertexVector +more
- Established Date
- 07-26-2024
- Office Locations
- 1
Office Locations
95 Highland Avenue Suite 310 Bethlehem PA
About Keyvantage Wealth Advisors
KeyVantage Wealth Advisors is an SEC-registered RIA providing personalized financial planning and investment management aligned to clients’ long-term goals. The firm focuses on business executives with stock-based compensation and benefits, as well as families and retirees, and coordinates tax planning (tax services through affiliate KeyVantage Services, LLC; no tax/legal advice). Custody includes Charles Schwab.
Team overview
41 AVG AGE
$84.8M AVG AUM / ADVISOR
$2.4M AVG AUM / CLIENT
1.8 yrs AVG TENURE
5 Employees
4 Advisory Reps
4 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Catalyst fusion Quantum wave Horizon frontier Vital
Client Personas
Optima zenith
Custodian
Signal Vertex capital Eagle Zenith Unison pioneer Element meridian
Fund Managers
Bridge quantum
Investment Themes
Catalyst eagle Meridian meridian Prime capital
Investment Vehicles
Legacy Ridge
Platform
Catalyst
Services
Signal Atlas frontier Delta Bridge fusion Foundation Catalyst Timber
Technology
Eagle timber Signal Meridian fusion
Owner & Executives
JACLYN MARIE CORNELIUS
Owner
- CRD
- #4865084
- Ownership
- 50% but less than 75%
(945) 710-8807
pathway.beacon@signalcapital.com
in linkedin.com/in/timber-value
RODMAN DEHART YOUNG
Owner
- CRD
- #4463184
- Ownership
- 50% but less than 75%
(255) 850-8127
harbor.unison@oakcapital.com
in linkedin.com/in/delta-capital
V
Vertex delta
Radial peak alpha
- CRD
- #25181
- Ownership
- 44.5%
(746) 206-1022
signal.prime@deltacapital.com
in linkedin.com/in/summit-zenith
Showing 2 of 3 owners & executives
Unlock allContacts
J
Jonathan Lee Ritter
--
- CRD
- #7058863
(935) 443-7829
timber.pioneer@catalystcapital.com
in linkedin.com/in/delta-fusion
S
SIMONE SANVITO
Associate Financial Advisor
- CRD
- #7021310
(881) 898-1243
radial.capital@foundationcapital.com
in linkedin.com/in/fusion-optima
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $339,374,782 | $2,373,250 |
| Non-Discretionary | $0 | -- |
| Total | $339,374,782 | $2,373,250 |
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Separately Managed Accounts
Total SMA Asset: $339,374,782
Public Funds:
11.7% Equity - Exchange:
22.0% Other:
4.5% Cash:
23.2% Equity - OTC:
18.9% Municipal Bonds:
19.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $664,613,882 | 11.7% |
| Equity - Exchange | $1,249,701,317 | 22.0% |
| Other | $255,620,724 | 4.5% |
| Cash | $1,317,866,844 | 23.2% |
| Equity - OTC | $1,073,607,041 | 18.9% |
| Municipal Bonds | $1,119,050,725 | 19.7% |
| Total | $5,680,460,533 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION BEACON | RIDGE MOMENTUM | TRPPPYPCS | UGPH | 11.22% | $86,119,342 |
| ZENITH BRIDGE | SUMMIT MOMENTUM | NA508JXML | MVO | 10.57% | $33,049,806 |
| GLACIER VALUE | BRIDGE ZENITH | RRVMEGD6Q | XKG | 6.83% | $82,575,139 |
| PRIME PRIME | FRONTIER SIGNAL | 7OJ01K3SN | KMOZM | 11.17% | $39,488,875 |
| PATHWAY UNISON | EAGLE QUANTUM | 5IS8Z5W6R | IAGM | 8.00% | $26,003,992 |
| INSIGHT GLACIER | GLACIER BEACON | TFI6S30UT | UJT | 4.54% | $107,138,768 |
| BRIDGE HARBOR | TIMBER CAPITAL | N1MCRB1LP | HEUUE | 10.09% | $27,896,789 |
| GLACIER MOMENTUM | OPTIMA NORTH | IGJBOJ68E | ZVSBR | 12.24% | $39,860,653 |