RIA Intel›Advisers›Oregon›KEYCHAIN CORP

KEYCHAIN CORP

Advisory

Data as of Mar 27, 2026 · Source: SEC Form ADV

Average account

$13K

across 4 accounts

AUM per adviser

$50K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$50K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$50K

Discretionary AUM$50K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR

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

4 clients

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

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Advisers of similar size in OR

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

WALSH FINANCIAL LLC

$45K

TANDEM FINANCIAL PLANNING LLC

$64K

BAXTER ACQUISITION INC.

PORTLAND, OR

$22K

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