Keel Point, LLC is pleased to announce that it has been recognized in Financial Advisor’s 2015 Annual RIA Survey & Rankings as one of the 50 Fastest-Growing Firms. It has been ranked # 2 on the list of 50 firms across the U.S.
Keel Point, LLC is a newly-merged firm between Keel Point, LLC, established in 1998, of Vienna, Virginia, and BlueCreek Investment Partners, established in 2003 and based out of Huntsville, Alabama. Together they serve affluent, high and ultra-high net worth families and institutions in the U.S. and overseas. Assets under management have quadrupled over the past eight years, and the firm continuously attracts new clients and advisors. Discussions are underway to add financial advisors in existing offices and to open new offices to meet the expressed demands of their geographically dispersed clients and of talented professionals seeking the opportunity to offer more relational and client centered services.
Ranked the second-fastest growing firm on the Top 50 list, Keel Point saw a 358.54% growth in assets in 2014, with $1.43 billion assets under management (AUM) by year’s end. Serving 800 households by the end of 2014, Keel Point saw a 186.59% growth in assets per client, on average. Keel Point was also recently named to the Financial Times 300 Top Registered Investment Advisers in 2015.
“We are excited and honored to be ranked #2 on Financial Advisors’ Top 50 Fastest Growing Firms list,” expressed Mike Perry, President of Keel Point. “We are passionate about offering the best service to our clients, and we continue to set the bar higher at every opportunity.”
To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $50 million in assets under management as of December 31, 2014. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey.