Keyvantage Wealth, Llc
- Regulatory AUM
- $339M
- Discretionary
- $339M
- Clients
- 143
- Avg AUM / client
- $2.4M
- Accounts
- 143
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 23, 2026
Investments (13F portfolio — 91 positions, $227,067,405)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Schwab International Equity Etf | ETF | $28,116,863 | 1,136,035 | 12.4% | 8.28% |
| 2 | Ishares Core S&P 500 Etf | ETF | $24,660,112 | 37,752 | 10.9% | 7.27% |
| 3 | Vanguard Intermediate Term Corporate Bond Etf | ETF | $22,020,934 | 266,114 | 9.7% | 6.49% |
| 4 | Schwab U.S. Large Cap Etf | ETF | $11,957,563 | 466,364 | 5.27% | 3.52% |
| 5 | Jpmorgan Active Value Etf | ETF | $10,437,257 | 145,467 | 4.6% | 3.08% |
| 6 | Vanguard Mid Cap Etf | ETF | $8,739,462 | 30,432 | 3.85% | 2.58% |
| 7 | Jpmorgan Active Growth Etf | ETF | $8,276,033 | 97,918 | 3.64% | 2.44% |
| 8 | Schwab U.S. Large Cap Growth Etf | ETF | $8,091,554 | 277,774 | 3.56% | 2.38% |
| 9 | Dimensional Emerging Markets Core Equity 2 Etf | ETF | $7,541,401 | 218,275 | 3.32% | 2.22% |
| 10 | Schwab International Small Cap Equity Etf | ETF | $7,367,062 | 157,618 | 3.24% | 2.17% |
| 11 | Jpmorgan Municipal Etf | ETF | $7,024,095 | 140,510 | 3.09% | 2.07% |
| 12 | Pimco Intermediate Municipal Bond Active Exchange Traded Fund | ETF | $6,248,604 | 119,728 | 2.75% | 1.84% |
| 13 | Vanguard Small Cap Etf | ETF | $5,274,279 | 20,137 | 2.32% | 1.55% |
| 14 | Nvidia Corporation Com | Stock | $3,959,363 | 22,703 | 1.74% | 1.17% |
| 15 | Apple Inc Com | Stock | $3,250,126 | 12,806 | 1.43% | 0.96% |
| 16 | Vanguard Value Etf | ETF | $3,213,167 | 16,377 | 1.42% | 0.95% |
| 17 | International Business Machs Com | Stock | $3,018,472 | 12,453 | 1.33% | 0.89% |
| 18 | Microsoft Corp Com | Stock | $2,775,031 | 7,497 | 1.22% | 0.82% |
| 19 | Schwab Intermediate Term Us Treasury Etf | ETF | $2,560,075 | 102,773 | 1.13% | 0.75% |
| 20 | Vanguard Short Term Inflation Protected Securities Etf | ETF | $2,267,031 | 45,386 | 1.0% | 0.67% |
| 21 | Amazon Com Inc Com | Stock | $2,228,906 | 10,702 | 0.98% | 0.66% |
| 22 | Vanguard Short Term Corporate Bond Etf | ETF | $2,049,447 | 25,854 | 0.9% | 0.6% |
| 23 | Dimensional International Small Cap Value Etf | ETF | $1,657,190 | 42,018 | 0.73% | 0.49% |
| 24 | Dimensional Us Small Cap Value Etf | ETF | $1,599,366 | 45,644 | 0.7% | 0.47% |
| 25 | Ishares Core Total Usd Bond Market Etf | ETF | $1,455,493 | 31,511 | 0.64% | 0.43% |
Top 25 of 91 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 81 | $29.5M | 8.69% |
| High net worth individuals | 62 | $310M | 91.3% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jaclyn Marie Cornelius | Owner | CFP | May 2024 (2y) | 50% – 75% |
| Rodman Dehart Young | Owner | CFP | May 2024 (2y) | 50% – 75% |
| Christopher Allen Nelson | Chief Compliance Officer | Nov 2024 (2y) | Less than 5% | |
| Simone Sanvito | Registered representative | Aug 2024 (2y) | ||
| Jonathan Lee Ritter | Registered representative | CFP | Aug 2024 (2y) |
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) | 03/23/2026 | 984 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. $339M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having 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: Mar 23, 2026.
View current Form ADV (SEC/IAPD) ↗