Keith Casiano is a registered investment advisor at Key Capital Management, INC., based in Hendersonville, TN, with 8 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 2,018 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management fees are individually negotiated with each client up to 2.0% of assets annually. Combined fees with sub-advisors generally do not exceed 2.30%.
Fee Estimator
Location
181 East Main St. Suite #7, Hendersonville, TN, 37075
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Keith designs and builds commissionable art pieces as an artist and designer since 2016. This takes about 10-20% of his time.
Employment History
Current Registrations
Key Capital Management, INC.
Previous Registrations
Empower Advisory Group, LLC
Empower Financial Services, INC.Broker
Quinn Stauffer Financial, LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Fidelity Brokerage Services LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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