KEY GROUP MANAGEMENT, INC.
SEC RegisteredComprehensive Wealth Management Designed Around Your Life
About the firm
Key Group Wealth is an independent, fiduciary wealth management and family office services firm founded in 1996. The firm provides coordinated financial planning, investment management, retirement planning, and family office-style services designed for affluent individuals and families. Custody services are provided by Charles Schwab Advisor Services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, family office services, founder planning, retirement planning, tax-efficient strategies, estate coordination, and personal and business insurance
Who they serve
Affluent families, founders, executives, retirees, and business owners
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 250 | $51M |
| High Net Worth Individuals | 85 | $249M |
| Charitable Organizations | 1 | $1.0M |
| State/Municipal Entities | 1 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $5,000,000 | 1.25% |
| $5,000,001 to $10,000,000 | 0.75% |
| Over $10,000,000 | 0.50% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KEY GROUP MANAGEMENT, INC. 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 the SEC or FINRA websites before making any decision.
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