RIA Intel›Advisers›Ohio›KEY INVESTMENT SERVICES LLC

KEY INVESTMENT SERVICES LLC

Advisory

N·BROOKLYN, OH

Data as of Mar 30, 2026 · Source: SEC Form ADV

Total AUM
$8.9B
1-Year AUM Growth
+30.2%
3-Year CAGR
+6.4%
Employees
360
Assets Under Management
Total AUM$8.9B
Discretionary AUM$0
Non-Discretionary AUM$8.9B
Discretionary %0%
Total Clients27,533
Team
Total Employees360
Investment Advisers1,325
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record67
First FilingNov 23, 2005
Latest FilingMar 30, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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