Key Capital Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$69,638,549
Clients
91
100% high-net worth
Advisors
1
of 7 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
91
HighAverage account size
$765,259
About
Key Capital Advisors, Inc. provides wealth management and portfolio management services primarily to high‑net‑worth individuals, typically through discretionary portfolio oversight and placements with third‑party investment managers. The firm charges AUM-based fees and maintains a relatively small client roster managed by a compact advisory team.
The firm frequently places client assets with external asset managers and custodians and has formal solicitation and referral arrangements with several international firms, as well as a rebate arrangement with an international custodian that is paid in foreign currency. In some cases the firm may accept referral payments from third‑party advisors and disclose that those payments can be rebated to clients or offset client fees when agreed in advance.
Compared with many peers, the firm reports a notable non‑U.S. client base and active use of international managers and custodians, which may affect custody and compensation practices. The brochure also discloses a 2016 administrative order addressing filing and contract deficiencies (with an imposed fine that was paid), and the firm’s principal serves as the primary — effectively self‑supervising — client contact.
Client services
Portfolio management
Main office location
Key Capital Advisors, Inc.
1000 Brickell Avenue, Suite 315
Miami FL 33131, United States
Number of offices
2
Most active in
Key Capital Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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