$857.3K Total AUM
$857.3K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
10 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2016
- Office Locations
- 1
Office Locations
-- Lexington NC
About Keywell Financial Group LLC
Keywell Financial Group LLC is a Lexington-based RIA. The firm has been operating for 10 years. Managing $857.3K in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$857.3K AVG AUM / ADVISOR
$142.9K AVG AUM / CLIENT
10.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
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Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
W
WILLIAM HOWARD KEY
Chief Compliance Officer, Chief Executive Officer, Owner
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $857,261 | -- |
| Non-Discretionary | $0 | -- |
| Total | $857,261 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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