Key Group Management, Inc.
- Regulatory AUM
- $304M
- Discretionary
- $0
- Clients
- 337
- Avg AUM / client
- $901K
- Accounts
- 337
- Employees
- 5
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 18, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 250 | $50.8M | 16.7% |
| High net worth individuals | 85 | $249M | 82.0% |
| Pension and profit sharing plans | 1 | $1.0M | 0.33% |
| Charitable organizations | 1 | $3.0M | 0.99% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Colin Heafy | Vice President | Dec 2007 (19y) | 50% – 75% | |
| Patrick Brian Murray | President And Chief Compliance Officer | CFP Chartered Financial Consultant | Dec 2007 (19y) | 50% – 75% |
| Timothy Mark Conboy | Registered representative | Jan 2009 (18y) | ||
| R Anthony Cioffari | Registered representative | Aug 2016 (10y) | ||
| Michael Scott Mcmane | Registered representative | Mar 2024 (2y) | ||
| Brendan H Heafy | Registered representative | Feb 2026 (1y) | ||
| Kyle M Heafy | Registered representative | Feb 2026 (1y) | ||
| Stephen Scialo | Registered representative | May 2026 (0y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/18/2026 | 941 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $303M (100% of AUM) May 2026
- The Capital Group Securities, Inc. $3.0M (1% of AUM) Nov 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 18, 2026.
View current Form ADV (SEC/IAPD) ↗