# Key Concerns Inc

> Key Concerns Inc is a state-registered investment advisory firm in Wyandotte, MI, registered since 2001, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 124598
- Filed as: KEY CONCERNS INC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Wyandotte, MI
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/124598
- AdvisorCensus page: https://advisorcensus.com/firm/key-concerns-inc-wyandotte-mi-124598

## Quick answers

**How is Key Concerns Inc compensated?**
On its Form ADV (Item 5.E, October 2026), Key Concerns Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Key Concerns Inc located?**
Key Concerns Inc's principal office is in Wyandotte, MI, according to its Form ADV.

**Is Key Concerns Inc registered with the SEC or a state?**
Key Concerns Inc is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 124598.

**How much does Key Concerns Inc manage?**
Key Concerns Inc reports $21,930,000 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**What types of clients does Key Concerns Inc serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (183); high net worth individuals (5).

**Does Key Concerns Inc report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/124598

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $21,930,000
- Discretionary: $21,930,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 183 | $15,430,000 |
| High net worth individuals | 5 | $6,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2001 (25 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- keyconcerns.com
- Facebook @Key-Concerns-91077687210
- LinkedIn @key-concerns-inc.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Key Concerns Inc (CRD 124598): Form ADV filing data as of October 2026.