KS
KS

Keith Spelmon

27 Years of Experience
Decatur, GA
Broker

Keith Spelmon is a registered investment advisor, based in Decatur, GA, with 27 years of industry experience.

Location

160 Clairemont Ave, Suite #200, Decatur, GA, 30030

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Keith co-owns rental property, dedicates minimal time to its maintenance. He also owns Spelmon Global Finance LLC, established to receive compensation from asset management services, taking about a third of his time, and is a managing member of Eudaimonia Partners LLC DBA Phoenix Asset Advisors, LLC, dedicating a full-time commitment during market hours. Keith is also an investment advisor for Kingswood Wealth Advisors DBA Phoenix Asset Advisors, dedicating a full-time commitment.

Employment History
Current Registrations
Kingswood Capital Partners, LLCBroker
February 2026 - Present · 3 mos
Kingswood Capital Partners, LLC
February 2026 - Present · 3 mos
Kingswood Wealth Advisors, LLC
July 2024 - Present · 1 yr 10 mos
Previous Registrations
Eudaimonia Partners, LLC
November 2016 - April 2025 · 8 yrs 5 mos
M. S. Howells & CO.Broker
October 2016 - February 2026 · 9 yrs 4 mos
Wells Fargo Advisors, LLC
January 2010 - October 2016 · 6 yrs 9 mos
Wells Fargo Advisors, LLCBroker
January 2010 - October 2016 · 6 yrs 9 mos
Suntrust Investment Services, INC.Broker
August 2005 - January 2010 · 4 yrs 5 mos
Suntrust Investment Services, INC.
August 2005 - January 2010 · 4 yrs 5 mos
Merrill Lynch Pierce Fenner & Smith INC.
February 2004 - July 2005 · 1 yr 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2004 - July 2005 · 1 yr 6 mos
J.P. Morgan Securities INC.Broker
July 2001 - November 2003 · 2 yrs 4 mos
Goldman, Sachs & CO.Broker
September 1996 - July 1999 · 2 yrs 10 mos
State Registrations4 states
FLGATXVA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.