Peter Keilman
Investment Adviser Representative at Southstate Private Capital Management LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Peter Keilman is an investment adviser representative with Southstate Private Capital Management LLC in Denver, CO, where they have been registered since 2020. They have worked in the securities industry since 2005 and were previously registered with Townsend. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 63 (state securities agent), and Series 6 (investment company and variable products). They are registered to provide investment advice in Arizona, California, Colorado, Florida, Illinois, Louisiana, New Mexico, and Texas.
Office
Advisors at this office: 7
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, California, Colorado, Florida, Illinois, Louisiana, New Mexico, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- The Milestone Group DBA BOKF Private WealthNov 2016 – Oct 2020Denver, CO
- Private Capital Management, LLCOct 2020 – Sep 2024Denver, CO
- Private Capital Management, LLCSep 2024 – Jan 2026Denver, CO
- SouthState Private Capital Management, LLCJan 2026 – no end date reportedDenver, CO
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Southstate Private Capital Management LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.01
- First $1,000,0001.00%
- Next $1,000,0000.90%
- Next $3,000,0000.75%
- All Remaining Assets0.50%
+4 more tiers on the firm profile
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 29
- Offices listed on AdvisorFinder:
- 5
- Main office:
- Columbia, SC
- SEC file number:
- 801-77650
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 1, 2026
View full firm profileOther advisors at Southstate Private Capital Management LLC
Showing 12 of 29 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Peter Keilman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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