Investment adviser · CRD 146054
KEY GROUP MANAGEMENT, INC.
Investment adviser filing (IA)
FOUNTAIN HILLS, AZ, United States · Form ADV filed May 18, 2026
- Regulatory AUM
- $304M Form ADV · Item 5.F
- Client accounts
- 337 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 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 | 85 | $249,000,000 | 82.0% |
| Individuals | 250 | $50,800,000 | 16.7% |
| Charities | Fewer than 5 | $3,000,000 | 1.0% |
| Retirement plans | Fewer than 5 | $1,000,000 | 0.3% |
Filing source
Form ADV 2106549 · May 18, 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: May 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
17100 E SHEA BLVD, SUITE 400AFOUNTAIN HILLS, AZ, 85268, United States
CRD 146054
Filing source
Form ADV 2106549 · May 18, 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.