RIA Intel›Advisers›Delaware›GLOBAL KEY MANAGEMENT LLC

GLOBAL KEY MANAGEMENT LLC

Advisory

Data as of Mar 9, 2026 · Source: SEC Form ADV

Average account

$306K

across 112 accounts

AUM per adviser

$11M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 9, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

6

Assets Under Management

Total AUM$34M

Discretionary AUM$22M

Non-Discretionary AUM$13M

Discretionary %63.6%

Total Clients48

Team

Total Employees6

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MA, NV, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

48 clients

31 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in DE

Closest by assets under management. All figures from Form ADV.

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-41.4% 1Y

TOBIN INVESTMENT PLANNING LLC

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LUMEN CAPITAL MANAGEMENT, L.L.C.

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