# Key Financial Advisors LLC

> Key Financial Advisors LLC is a state-registered investment advisory firm, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated April 1, 2026.

- CRD: 291129
- Filed as: KEY FINANCIAL ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Kentucky
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/291129
- AdvisorCensus page: https://advisorcensus.com/firm/key-financial-advisors-llc-291129

## Quick answers

**How is Key Financial Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Key Financial Advisors LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Key Financial Advisors LLC registered with the SEC or a state?**
Key Financial Advisors LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 291129.

**Does Key Financial Advisors LLC 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/291129

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
| High net worth individuals | Fewer than 5 | $0 |
| 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) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- LinkedIn @KEY-FINANCIAL-ADVISORS-LLC
- LinkedIn @JIM-GRISE-MBA-B1B68888

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Key Financial Advisors LLC (CRD 291129): Form ADV filing data as of October 2026.