KEEL Point LLC

KEEL Point LLC is a legally registered Delaware-based firm with 66 employees, out of which 30 are advisors. Its SEC status is Approved, and it was registered on Aug 1, 2003. Although the number of clients it serves is unknown, the firm's credibility is evident from its approved SEC status.

• DAVID MELVILLE PARKS

  EXECUTIVE CHAIRMAN owns less than 5%

• EDWARD LYLE MINTON

  CHIEF INVESTMENT OFFICER owns less than 5%

• JAMES MICHAEL PERRY

  PRESIDENT owns less than 5%

• KEEL POINT PARTNERS, LLC

  SOLE MEMBER owns 75% or more

• KIMBERLY RUTH KEY

  CHIEF COMPLIANCE OFFICER owns less than 5%

• ROBERT CARL MAYES

  CHIEF EXECUTIVE OFFICER owns less than 5%

• SANDRA HUDSON STEPHENS

  CHIEF FINANCIAL OFFICER owns less than 5%

• GOLDMAN SACHS & CO. LLC
  United States
• J.P. MORGAN SECURITIES LLC
  United States

• Cloud Investments LLC
• GLS & Associates Inc
• Longview Financial Advisors Inc

• Unveiling Patterns: A Deep Dive Into Keel Point, LLC's Portfolio Shifts from Late 2023 to Early 2024
• Keel Point, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison
• Keel Point, LLC Q1 2023 vs. Q2 2023 13F Holdings Comparison
• Investing Geniuses: Keel Point, LLC's Q4 2022 vs. Q1 2023 13F Holdings Comparison