Investment adviser · CRD 136300
KEY INVESTMENT SERVICES LLC
Investment adviser filing (IA)
BROOKLYN, OH, United States · Form ADV filed Jun 30, 2026
- Regulatory AUM
- $8.88B Form ADV · Item 5.F
- Client accounts
- 34,920 Accounts, not individual clients
- Employees
- 1,325 Reported in this filing
- Advisory professionals
- 360 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 |
|---|---|---|---|
| Individuals | 33,369 | $7,001,993,062 | 78.9% |
| High-net-worth individuals | 1,140 | $1,772,495,323 | 20.0% |
| Corporations & businesses | 136 | $55,280,666 | 0.6% |
| Charities | 100 | $32,779,226 | 0.4% |
| Retirement plans | 175 | $14,308,571 | 0.2% |
Filing source
Form ADV 2106187 · Jun 30, 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: Jun 30, 2026. View historical filings
Reported services
Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
4900 TIEDEMAN ROAD, OH-01-49-0215BROOKLYN, OH, 44144, United States
CRD 136300
Filing source
Form ADV 2106187 · Jun 30, 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.