# Keel Point, LLC

> Keel Point, LLC is an SEC-registered investment advisory firm in Huntsville, AL, registered since 2003, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated June 8, 2026.

- CRD: 127902
- Filed as: KEEL POINT, LLC
- Also doing business as: GRANITE FINANCIAL PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Huntsville, AL
- Filing period: October 2026
- Form ADV filing dated: June 8, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/127902
- AdvisorCensus page: https://advisorcensus.com/firm/keel-point-llc-huntsville-al-127902

## Quick answers

**How is Keel Point, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Keel Point, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees.

**How much does Keel Point, LLC charge?**
Its Form ADV Part 2A brochure dated June 8, 2026 states: Flat fee: $20,000 to $75,000 (Initial One-Time Set-up Fee); Subscription: $25,000 to $400,000 a year (Annual Family Office Fee). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Keel Point, LLC located?**
Keel Point, LLC's principal office is in Huntsville, AL, according to its Form ADV; the July 2026 filing also lists 8 other offices (Schedule D, Section 1.F).

**Is Keel Point, LLC registered with the SEC or a state?**
Keel Point, LLC is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 127902.

**How much does Keel Point, LLC manage?**
Keel Point, LLC reports $4,073,879,507 in regulatory assets under management in its Form ADV filing dated June 8, 2026 (94% discretionary).

**How have Keel Point, LLC's assets and staff changed since 2021?**
In the Form ADV data for Keel Point, LLC: Regulatory assets under management: $2,617,731,024 in the October 2021 data and $4,073,879,507 in the October 2026 data, up 56%. Total employees: 66 in October 2021 and 92 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Keel Point, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (846); individuals (other than high net worth individuals) (714); corporations or other businesses not listed above (37).

**Which custodians does Keel Point, LLC use?**
Keel Point, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists J.P. Morgan Securities LLC and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Keel Point, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/127902

**What changed in Keel Point, LLC's recent Form ADV filings?**
In the July 2026 filing data: Employees performing advisory functions went from 39 to 54. Regulatory assets under management went from $3,464,607,203 to $4,073,879,507 (+18%). Added an office in Amherst, NH. Added an office in Annapolis, MD. Added an office in Mobile, AL. No longer lists an office in Milford, NH. Registered or notice-filed in PR.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated June 8, 2026)

- Flat fee: $20,000 to $75,000 (Initial One-Time Set-up Fee)

> Initial One-Time Set-up Fee. Subject to the complexity of the client’s financial structure, the set-up fee ranges from $20,000 to $75,000.

- Subscription: $25,000 to $400,000 a year (Annual Family Office Fee)

> Annual Family Office Fee . Subject to the scope of the services provided and the complexity of the client’s financial structure, annual fees range from $25,000 to $400,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- J.P. Morgan Securities LLC
- National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $4,073,879,507
- Discretionary: $3,820,050,165
- Non-discretionary: $253,829,342

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 714 | $198,395,205 |
| High net worth individuals | 846 | $3,042,341,677 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $420 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $11,188,943 |
| Charitable organizations | 7 | $277,943,148 |
| State or municipal government entities (including government pension plans) | 2 | $127,346,917 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 37 | $416,663,197 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2003 (23 years)
- Employees: 92 total, 54 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, IL, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, VA, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the July 2026 filing
- Amherst, NH
- Annapolis, MD
- Birmingham, AL
- Brentwood, TN
- Chattanooga, TN
- Greenville, NC
- McLean, VA
- Mobile, AL

### Websites listed on Form ADV (Item 1.I)
- gfpnh.com
- keelpoint.com
- Facebook @KEELPOINTLLC
- Facebook @gfpnh
- LinkedIn @KEELPOINT
- LinkedIn @granite-financial-partners
- YouTube @UC_crVntNL9RTWNRandJTZdw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $2,617,731,024 | 66 | April 6, 2021 |
| October 2022 | $2,914,562,596 | 66 | September 12, 2022 |
| October 2023 | $2,549,034,075 | 83 | September 5, 2023 |
| October 2024 | $2,940,456,131 | 83 | March 29, 2024 |
| October 2025 | $3,464,607,203 | 76 | May 29, 2025 |
| October 2026 | $4,073,879,507 | 92 | June 8, 2026 |

Regulatory assets under management: $2,617,731,024 in the October 2021 data and $4,073,879,507 in the October 2026 data, up 56%.
Total employees: 66 in October 2021 and 92 in October 2026.

## Changes in the filing (last 12 months)

### July 2026
- Employees performing advisory functions went from 39 to 54.
- Regulatory assets under management went from $3,464,607,203 to $4,073,879,507 (+18%).
- Added an office in Amherst, NH.
- Added an office in Annapolis, MD.
- Added an office in Mobile, AL.
- No longer lists an office in Milford, NH.
- Registered or notice-filed in PR.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keel Point, LLC (CRD 127902): Form ADV filing data as of October 2026.