RIA Intel›Advisers›Virginia›KEEL POINT ADVISORS, LLC

KEEL POINT ADVISORS, LLC

Advisory

N·VIENNA, VA

Data as of Apr 24, 2014 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

+17.9%

3-Year CAGR

+18.9%

Employees

19

Assets Under Management

Total AUM$1.0B

Discretionary AUM$494M

Non-Discretionary AUM$520M

Discretionary %48.7%

Total Clients—

Team

Total Employees19

Investment Advisers30

Employee Growth (1Y)—

Filing History

Total Filings on Record24

First FilingJan 13, 2006

Latest FilingApr 24, 2014

🔒 Full AUM trend chart and 24 historical filings spanning 8+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KEEL POINT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.