KEEL POINT, LLC
CRD #127902 SEC #801-62249 HUNTSVILLE, AL 256-704-5111
SEC Registered Broker-Dealer Private Funds
Total AUM
$3.5B
Discretionary
$3.2B
Employees
76
Clients
--
Accounts
5,626
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $3.5B | $3.2B | $230.1M | 76 | 0 |
| Mar 2024 | $2.9B | $2.8B | $92.3M | 83 | 0 |
| Sep 2023 | $2.5B | $2.5B | $76.9M | 83 | 0 |
| Mar 2023 | $2.5B | $2.5B | $76.9M | 83 | 0 |
| Mar 2023 | $2.9B | $2.8B | $105.1M | 66 | 0 |
| Jan 2023 | $2.9B | $2.8B | $105.1M | 66 | 0 |
| Oct 2022 | $2.9B | $2.8B | $105.1M | 66 | 0 |
| Sep 2022 | $2.9B | $2.8B | $105.1M | 66 | 0 |
| Aug 2022 | $2.9B | $2.8B | $105.1M | 66 | 0 |
| Jul 2022 | $2.9B | $2.8B | $105.1M | 66 | 0 |
| Mar 2022 | $2.9B | $2.8B | $105.1M | 66 | 0 |
| Nov 2021 | $2.6B | $2B | $602.9M | 66 | 0 |
| Apr 2021 | $2.6B | $2B | $602.9M | 66 | 0 |
| Mar 2021 | $2.6B | $2B | $602.9M | 66 | 0 |
| Aug 2020 | $2.4B | $1.7B | $710M | 66 | 0 |
| Jun 2020 | $2.4B | $1.7B | $710M | 66 | 0 |
| Mar 2020 | $2.4B | $1.7B | $710M | 66 | 0 |
| Mar 2019 | $2.1B | $1.3B | $744.2M | 66 | 0 |
| May 2018 | $2.2B | $1.4B | $755.5M | 62 | 1,375 |
| Mar 2018 | $2.2B | $1.4B | $755.5M | 62 | 1,375 |
| Sep 2017 | $1.7B | $1.2B | $459.1M | 57 | 900 |
| Mar 2017 | $1.7B | $1.2B | $459.1M | 57 | 900 |
| Mar 2016 | $1.4B | $918.7M | $509.3M | 57 | 900 |
| Nov 2015 | $1.4B | $862.4M | $567.5M | 51 | 800 |
| Oct 2015 | $1.4B | $862.4M | $567.5M | 51 | 800 |
| Mar 2015 | $1.4B | $862.4M | $567.5M | 51 | 800 |
| Feb 2015 | $1.4B | $857M | $567M | 51 | 800 |
| Feb 2015 | $1.4B | $857M | $567M | 51 | 800 |
| Jan 2015 | $1.4B | $857M | $567M | 51 | 800 |
| Jan 2015 | $311.8M | $293.3M | $18.6M | 19 | 500 |
| Sep 2014 | $311.8M | $293.3M | $18.6M | 19 | 500 |
| May 2014 | $311.8M | $293.3M | $18.6M | 19 | 500 |
| Mar 2014 | $311.8M | $293.3M | $18.6M | 19 | 500 |
| Mar 2013 | $229.6M | $218.8M | $10.8M | 16 | 450 |
| Mar 2012 | $188.2M | $179.9M | $8.3M | 6 | 400 |
| Mar 2011 | $173.5M | $166.7M | $6.8M | 10 | -- |
| Feb 2011 | $139.7M | $135.2M | $4.4M | 10 | -- |
| Nov 2010 | $139.7M | $135.2M | $4.4M | 10 | -- |
| Mar 2009 | $77.9M | $77.9M | $0 | 10 | -- |
| Mar 2008 | $154.8M | $154.8M | $0 | 10 | -- |
| Jun 2007 | $135M | $135M | $0 | 10 | -- |
| Mar 2007 | $135M | $135M | $0 | 10 | -- |
| Mar 2006 | $92.5M | $92.5M | $0 | 10 | -- |
| Sep 2005 | $75.3M | $75.3M | $0 | 10 | -- |
| Feb 2005 | $66.9M | $66.9M | $0 | 5 | -- |
| Dec 2004 | $66.9M | $66.9M | $0 | 5 | -- |
| Jan 2004 | $66.9M | $66.9M | $0 | 5 | -- |
DateMay 2025
Total AUM$3.5B
Discretionary$3.2B
Non-Disc.$230.1M
Employees76
Clients0
DateMar 2024
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$92.3M
Employees83
Clients0
DateSep 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$76.9M
Employees83
Clients0
DateMar 2023
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$76.9M
Employees83
Clients0
DateMar 2023
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$105.1M
Employees66
Clients0
DateJan 2023
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$105.1M
Employees66
Clients0
DateOct 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$105.1M
Employees66
Clients0
DateSep 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$105.1M
Employees66
Clients0
DateAug 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$105.1M
Employees66
Clients0
DateJul 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$105.1M
Employees66
Clients0
DateMar 2022
Total AUM$2.9B
Discretionary$2.8B
Non-Disc.$105.1M
Employees66
Clients0
DateNov 2021
Total AUM$2.6B
Discretionary$2B
Non-Disc.$602.9M
Employees66
Clients0
DateApr 2021
Total AUM$2.6B
Discretionary$2B
Non-Disc.$602.9M
Employees66
Clients0
DateMar 2021
Total AUM$2.6B
Discretionary$2B
Non-Disc.$602.9M
Employees66
Clients0
DateAug 2020
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$710M
Employees66
Clients0
DateJun 2020
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$710M
Employees66
Clients0
DateMar 2020
Total AUM$2.4B
Discretionary$1.7B
Non-Disc.$710M
Employees66
Clients0
DateMar 2019
Total AUM$2.1B
Discretionary$1.3B
Non-Disc.$744.2M
Employees66
Clients0
DateMay 2018
Total AUM$2.2B
Discretionary$1.4B
Non-Disc.$755.5M
Employees62
Clients1,375
DateMar 2018
Total AUM$2.2B
Discretionary$1.4B
Non-Disc.$755.5M
Employees62
Clients1,375
DateSep 2017
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$459.1M
Employees57
Clients900
DateMar 2017
Total AUM$1.7B
Discretionary$1.2B
Non-Disc.$459.1M
Employees57
Clients900
DateMar 2016
Total AUM$1.4B
Discretionary$918.7M
Non-Disc.$509.3M
Employees57
Clients900
DateNov 2015
Total AUM$1.4B
Discretionary$862.4M
Non-Disc.$567.5M
Employees51
Clients800
DateOct 2015
Total AUM$1.4B
Discretionary$862.4M
Non-Disc.$567.5M
Employees51
Clients800
DateMar 2015
Total AUM$1.4B
Discretionary$862.4M
Non-Disc.$567.5M
Employees51
Clients800
DateFeb 2015
Total AUM$1.4B
Discretionary$857M
Non-Disc.$567M
Employees51
Clients800
DateFeb 2015
Total AUM$1.4B
Discretionary$857M
Non-Disc.$567M
Employees51
Clients800
DateJan 2015
Total AUM$1.4B
Discretionary$857M
Non-Disc.$567M
Employees51
Clients800
DateJan 2015
Total AUM$311.8M
Discretionary$293.3M
Non-Disc.$18.6M
Employees19
Clients500
DateSep 2014
Total AUM$311.8M
Discretionary$293.3M
Non-Disc.$18.6M
Employees19
Clients500
DateMay 2014
Total AUM$311.8M
Discretionary$293.3M
Non-Disc.$18.6M
Employees19
Clients500
DateMar 2014
Total AUM$311.8M
Discretionary$293.3M
Non-Disc.$18.6M
Employees19
Clients500
DateMar 2013
Total AUM$229.6M
Discretionary$218.8M
Non-Disc.$10.8M
Employees16
Clients450
DateMar 2012
Total AUM$188.2M
Discretionary$179.9M
Non-Disc.$8.3M
Employees6
Clients400
DateMar 2011
Total AUM$173.5M
Discretionary$166.7M
Non-Disc.$6.8M
Employees10
Clients--
DateFeb 2011
Total AUM$139.7M
Discretionary$135.2M
Non-Disc.$4.4M
Employees10
Clients--
DateNov 2010
Total AUM$139.7M
Discretionary$135.2M
Non-Disc.$4.4M
Employees10
Clients--
DateMar 2009
Total AUM$77.9M
Discretionary$77.9M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$0
Employees10
Clients--
DateJun 2007
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$92.5M
Discretionary$92.5M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$75.3M
Discretionary$75.3M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$66.9M
Discretionary$66.9M
Non-Disc.$0
Employees5
Clients--