Investment adviser · CRD 116240
KEY FINANCIAL, INC.
Investment adviser filing (IA)
WEST CHESTER, PA, United States · Form ADV filed Jul 17, 2026
- Regulatory AUM
- $2.84B Form ADV · Item 5.F
- Client accounts
- 4,448 Accounts, not individual clients
- Employees
- 36 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 687 | $2,548,745,734 | 89.8% |
| Individuals | 722 | $266,805,757 | 9.4% |
| Corporations & businesses | 9 | $12,866,335 | 0.5% |
| Government entities | Fewer than 5 | $7,752,707 | 0.3% |
| Retirement plans | Fewer than 5 | $2,979,076 | 0.1% |
Filing source
Form ADV 2119791 · Jul 17, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 17, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Educational seminars
Compensation
Percentage of assets · Fixed · Commissions
Principal office
1045A ANDREW DRIVEWEST CHESTER, PA, 19380, United States
CRD 116240
Filing source
Form ADV 2119791 · Jul 17, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.