# Key Group Management, Inc.

> Key Group Management, Inc. is an SEC-registered investment advisory firm in Fountain Hills, AZ, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 146054
- Filed as: KEY GROUP MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fountain Hills, AZ
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/146054
- AdvisorCensus page: https://advisorcensus.com/firm/key-group-management-inc-fountain-hills-az-146054

## Quick answers

**How is Key Group Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Key Group Management, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Key Group Management, Inc. located?**
Key Group Management, Inc.'s principal office is in Fountain Hills, AZ, according to its Form ADV; the June 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Key Group Management, Inc. registered with the SEC or a state?**
Key Group Management, Inc. is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 146054.

**How much does Key Group Management, Inc. manage?**
Key Group Management, Inc. reports $303,800,000 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (0% discretionary).

**How have Key Group Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Key Group Management, Inc.: Regulatory assets under management: $170,000,000 in the October 2021 data and $303,800,000 in the October 2026 data, up 79%. Total employees: 5 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Key Group Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (250); high net worth individuals (85); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Key Group Management, Inc. use?**
Key Group Management, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Key Group Management, Inc. 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/146054

**What changed in Key Group Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Registered or notice-filed in DE, PA.

## From the Form ADV filing

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $303,800,000
- Discretionary: $0
- Non-discretionary: $303,800,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 250 | $50,800,000 |
| High net worth individuals | 85 | $249,000,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $1,000,000 |
| Charitable organizations | 1 | $3,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (7 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, DE, FL, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Ramsay, NJ
- Scottsdale, AZ

### Websites listed on Form ADV (Item 1.I)
- keygroupwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $170,000,000 | 5 | March 11, 2021 |
| October 2022 | $183,098,999 | 5 | March 10, 2022 |
| October 2023 | $195,000,000 | 5 | February 24, 2023 |
| October 2024 | $210,000,000 | 5 | March 8, 2024 |
| October 2025 | $235,000,000 | 5 | January 24, 2025 |
| October 2026 | $303,800,000 | 5 | May 18, 2026 |

Regulatory assets under management: $170,000,000 in the October 2021 data and $303,800,000 in the October 2026 data, up 79%.
Total employees: 5 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Registered or notice-filed in DE, PA.

### February 2026
- Regulatory assets under management went from $235,000,000 to $303,800,000 (+29%).
- Employees performing advisory functions went from 4 to 5.

### January 2026
- No longer registered or notice-filed in CT, MA, NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Key Group Management, Inc. (CRD 146054): Form ADV filing data as of October 2026.