Keyvantage Wealth, LLC
KeyVantage Wealth, LLC is an SEC-registered investment advisor headquartered in Coatesville, Pennsylvania. Founded in 2024 by Jaclyn Cornelius and Rodman Young, it offers personalized financial planning, tax strategy, and investment management services primarily to individuals and families. The firm employs 5 professionals, focusing on investor services and does not engage in brokerage activities.
Investment Strategy
KeyVantage Wealth, LLC delivers customized investment management and financial planning solutions. Its strategy emphasizes personalized portfolio construction aligned with clients' goals, integrating diversification across public equities and fixed income. The firm employs a rigorous, goals-based approach, combining tax strategy and holistic wealth planning within its investment selection and management.
Top Holdings
Equity Positions (95)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 10.64% | $23.7M | 1,072,499 | $19.11 | $22.10 | +$2.8M |
V VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 7.06% | $15.7M | 189,732 | $81.72 | $82.92 | +$214.0K |
J JGRO | JPMORGAN ACTIVE GROWTH ETF | 6.34% | $14.1M | 164,064 | $74.94 | $86.07 | +$2.6M |
J JAVA | JPMORGAN ACTIVE VALUE ETF | 5.93% | $13.2M | 201,693 | $63.59 | $65.50 | +$828.6K |
S SCHX | SCHWAB U.S. LARGE-CAP ETF | 5.60% | $12.5M | 510,633 | $23.18 | $24.44 | +$750.4K |