June 28, 2018 – Keel Point, LLC is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S.
Founded in 1998, Keel Point is a nationally recognized, independent investment advisory firm with approximately $2.2 billion assets under management as of December 31, 2017. Keel Point believes in helping others to “invest in their purpose.” In addition to its primary focus of serving affluent families, Keel Point also works with ultra-high net worth families through its multi-family office division, Keel Point Horizon, and with foundations, endowments and other institutions. Keel Point has offices in Brentwood and Chattanooga, Tennessee; Huntsville, Alabama; Leawood, Kansas; and Purcellville and Vienna, Virginia.
This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the asset management industry. Keel Point has been named to the FT 300 list in 2015, 2017 and 2018.
About the FT 300 List — The final FT 300 represents an impressive cohort of elite RIA firms, as the “average” practice in this year’s list has been in existence for over 22 years and manages $4 billion in assets. The FT 300 Top RIAs hail from 38 states and Washington, D.C.
The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. There are no fees or other considerations required of RIAs that apply for the FT 300.
The FT 300 is one in series of rankings of top advisers by the Financial Times, including the FT 401 (DC retirement plan advisers) and the FT 400 (broker-dealer advisers).
Disclosures — Securities offered through Keel Point Capital, LLC, Member FINRA and SIPC. Brokerage and Investment Advisory Services are offered under the Keel Point brand. Investment Advisory services offered by Keel Point, LLC an affiliate of Keel Point Capital. For additional information about Keel Point, LLC, please visit www.KeelPoint.com or call (256)704-5111.