RIA Intel›Advisers›North Carolina›KEYWELL FINANCIAL GROUP LLC

KEYWELL FINANCIAL GROUP LLC

Advisory

Data as of Mar 16, 2026 · Source: SEC Form ADV

Average account

$143K

across 6 accounts

AUM per adviser

$857K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM

$857K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$857K

Discretionary AUM$857K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNC

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

6 clients

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

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Advisers of similar size in NC

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

LEGACY WEALTH MANAGEMENT, LLC

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LLEWELLYN FINANCIAL LLC

$940K

TMFS-RALEIGH LLC

RALEIGH, NC

$750K

ATARAXIS CAPITAL, LLC

$983K

EQUANIMITY CAPITAL MANAGEMENT, LLC

$718K

ALIGNED WEALTH SOLUTIONS, LLC

$717K

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