Keel Point, LLC
Keel Point, LLC is an SEC-registered investment adviser firm founded in 2003 and headquartered in Huntsville, Alabama. It is an independent wealth advisory firm serving individuals, multi-generational families, and institutions with a suite of tailored services including holistic wealth management, family office solutions, institutional asset management, and employee benefits consulting. The firm emphasizes a collaborative and planning-based approach to support complex and sophisticated financial needs, focused on long-term client relationships and custom strategies. Keel Point employs between 51-200 professionals and supports both advisors and clients with technology and comprehensive services.
Investment Strategy
Keel Point's strategy is based on providing individualized, strategy-driven solutions rather than one-size-fits-all models. The firm offers personal wealth management, family office services, and institutional asset management through holistic planning, risk management, and access to alternative asset classes. Their approach combines financial advisory services with sophisticated investment management, including OCIO (Outsourced Chief Investment Officer) solutions and investment consulting, tailored for complex family and institutional needs.
Top Holdings
Equity Positions (509)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 15.28% | $231.0M | 406,720 | $378.47 | $568.03 | +$25.2M |
N NFLX | NETFLIX INC | 5.87% | $88.8M | 66,346 | $659.23 | $1339.13 | +$26.1M |
S SPY | SPDR S&P 500 ETF TR | 4.41% | $66.7M | 107,912 | $429.72 | $617.85 | -$5.9M |
V VEA | VANGUARD TAX-MANAGED FDS | 3.40% | $51.5M | 902,998 | $47.92 | $57.01 | +$14.0M |
I IWB | ISHARES TR | 2.79% | $42.2M | 124,251 | $186.96 | $339.57 | +$3.9M |
Options Positions (2)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | Sold | Call | $1.1M | 150 | $617.85 | $578.32 | -53 | +$307.3K |
S SPY | SPDR S&P 500 ETF TR | Bought | Put | $148.6K | 113 | $617.85 | $583.19 | +46 | -$156.2K |