Key Capital Management, Inc.
- Regulatory AUM
- $393M
- Discretionary
- $383M
- Clients
- 2,018
- Avg AUM / client
- $195K
- Accounts
- 2,324
- Employees
- 35
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 08, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,937 | $276M | 70.1% |
| High net worth individuals | 69 | $113M | 28.8% |
| Pension and profit sharing plans | 12 | $4.2M | 1.06% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Wesley Price Wood | Principal | Nov 2014 (12y) | 75% or more | |
| Mccann, Kevin, Michael | Chief Compliance Officer | Jan 2024 (3y) | Less than 5% | |
| Rachel Lee Biggerstaff | Registered representative | Apr 2020 (6y) | ||
| Hannah Joelle Herman | Registered representative | CFP | Nov 2022 (4y) | |
| Spencer David Ader | Registered representative | CFP | Jan 2023 (4y) | |
| Joseph Jackson Weeks | Registered representative | Mar 2024 (2y) | ||
| Christopher Houston Loper | Registered representative | Jun 2024 (2y) | ||
| Jacob Michael Butler | Registered representative | Aug 2024 (2y) | ||
| Keith Casiano | Registered representative | Nov 2025 (1y) | ||
| Jordan Bryce Zuger | Registered representative | Dec 2025 (1y) | ||
| Jacob Wayne Harrison | Registered representative | Jan 2026 (1y) | ||
| Sarah Jeanne Summers | Registered representative | Feb 2026 (1y) | ||
| Zachary Hyche | Registered representative | Mar 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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) | 04/08/2026 | 1.2 MB | 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
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $393M (100% of AUM) Apr 2026
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: Apr 08, 2026.
View current Form ADV (SEC/IAPD) ↗