KC
KC

Keith Casey

26 Years of Experience
Montgomery, TX

Keith Casey is a registered investment advisor at Innova Capital Management, LLC, based in Montgomery, TX, with 26 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching. Their firm serves 1 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

Hourly Rate:$400/hr
Loading...

Location

Montgomery, TX

Get directions

History

Regulatory History
Clean regulatory record

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 is the CEO of Quantimetric Corporation, which holds the intellectual property rights to his financial research and conducts management consulting. He is also the Managing Member for Family Office, LLC, which currently only serves his family.

Employment History
Current Registrations
Innova Capital Management, LLC
January 2000 - Present · 26 yrs 3 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Keith Casey - Financial Advisor | TrueAdvisor