KEY INVESTMENT SERVICES LLC
CRD #136300 SEC #801-65060 BROOKLYN, OH (888) 547-2968
SEC Registered Broker-Dealer Disclosures
Total AUM
$6.1B
Discretionary
$0
Employees
1,131
Clients
--
Accounts
27,533
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $6.1B | $0 | $6.1B | 1,131 | 0 |
| Apr 2025 | $6.1B | $0 | $6.1B | 1,131 | 0 |
| Mar 2025 | $6.1B | $0 | $6.1B | 1,131 | 0 |
| Dec 2024 | $4.2B | $0 | $4.2B | 1,098 | 0 |
| Nov 2024 | $4.2B | $0 | $4.2B | 1,098 | 0 |
| Oct 2024 | $4.2B | $0 | $4.2B | 1,098 | 0 |
| Jun 2024 | $4.2B | $0 | $4.2B | 1,098 | 0 |
| Jun 2024 | $4.2B | $0 | $4.2B | 1,098 | 0 |
| May 2024 | $4.2B | $0 | $4.2B | 1,098 | 0 |
| Mar 2024 | $4.2B | $0 | $4.2B | 1,098 | 0 |
| Feb 2024 | $3.2B | $0 | $3.2B | 1,062 | 0 |
| Oct 2023 | $3.2B | $0 | $3.2B | 1,062 | 0 |
| Sep 2023 | $3.2B | $0 | $3.2B | 1,062 | 0 |
| Aug 2023 | $3.2B | $0 | $3.2B | 1,062 | 0 |
| Mar 2023 | $3.2B | $0 | $3.2B | 1,062 | 0 |
| Jan 2023 | $3.6B | $0 | $3.6B | 932 | 0 |
| Jan 2023 | $3.6B | $0 | $3.6B | 932 | 0 |
| Nov 2022 | $3.6B | $0 | $3.6B | 932 | 0 |
| Oct 2022 | $3.6B | $0 | $3.6B | 932 | 0 |
| Sep 2022 | $3.6B | $0 | $3.6B | 932 | 0 |
| Jul 2022 | $3.6B | $0 | $3.6B | 932 | 0 |
| Mar 2022 | $3.6B | $0 | $3.6B | 932 | 0 |
| Feb 2022 | $3.4B | $0 | $3.4B | 1,062 | 0 |
| Oct 2021 | $3.4B | $0 | $3.4B | 1,062 | 0 |
| Sep 2021 | $3.4B | $0 | $3.4B | 1,062 | 0 |
| Feb 2021 | $2.9B | $0 | $2.9B | 1,062 | 0 |
| Feb 2021 | $2.6B | $0 | $2.6B | 1,162 | 0 |
| Oct 2020 | $2.6B | $0 | $2.6B | 1,162 | 0 |
| Jun 2020 | $2.5B | $0 | $2.5B | 1,162 | 0 |
| Mar 2020 | $2.5B | $0 | $2.5B | 1,162 | 0 |
| Dec 2019 | $2.5B | $0 | $2.5B | 1,186 | 0 |
| Oct 2019 | $2.5B | $0 | $2.5B | 1,186 | 0 |
| Jul 2019 | $2.4B | $0 | $2.4B | 1,159 | 0 |
| May 2019 | $2B | $0 | $2B | 1,284 | 0 |
| Mar 2019 | $2B | $0 | $2B | 1,284 | 0 |
| Oct 2018 | $1.9B | $0 | $1.9B | 1,387 | 0 |
| Apr 2018 | $1.9B | $0 | $1.9B | 1,387 | 0 |
| Mar 2018 | $1.9B | $0 | $1.9B | 1,387 | 0 |
| Jan 2018 | $1.7B | $0 | $1.7B | 1,374 | 0 |
| Oct 2017 | $1.7B | $0 | $1.7B | 1,374 | 0 |
| May 2017 | $1.5B | $0 | $1.5B | 1,400 | 6,038 |
| Apr 2017 | $1.3B | $0 | $1.3B | 1,400 | 6,038 |
| Mar 2017 | $1.3B | $0 | $1.3B | 1,400 | 6,038 |
| Dec 2016 | $1.2B | $0 | $1.2B | 1,146 | 6,038 |
| Aug 2016 | $891.9M | $0 | $891.9M | 1,146 | 6,038 |
| Apr 2016 | $870.2M | $0 | $870.2M | 1,146 | 6,038 |
| Mar 2016 | $881.8M | $0 | $881.8M | 1,146 | 6,038 |
| Feb 2016 | $857.9M | $0 | $857.9M | 1,122 | 5,560 |
| Feb 2016 | $857.9M | $0 | $857.9M | 1,122 | 5,560 |
| Jun 2015 | $857.9M | $0 | $857.9M | 1,122 | 5,560 |
| Mar 2015 | $857.9M | $0 | $857.9M | 1,122 | 5,560 |
| Aug 2014 | $751.1M | $0 | $751.1M | 1,193 | 3,752 |
| Mar 2014 | $590.2M | $0 | $590.2M | 1,226 | 3,752 |
| Aug 2013 | $458.7M | $0 | $458.7M | 1,233 | 1,800 |
| May 2013 | $361.5M | $0 | $361.5M | 1,233 | 1,800 |
| Apr 2013 | $361.5M | $0 | $361.5M | 1,233 | 1,800 |
| Apr 2013 | $361.5M | $0 | $361.5M | 1,233 | 1,800 |
| Mar 2013 | $285M | $0 | $285M | 1,233 | 1,800 |
| Nov 2012 | $224.7M | $0 | $224.7M | 1,142 | 1,400 |
| Jun 2012 | $59.8M | $0 | $59.8M | 51 | 300 |
| Mar 2012 | $59.8M | $0 | $59.8M | 51 | 300 |
| Mar 2011 | $54.1M | $54.1M | $0 | 51 | -- |
| Sep 2010 | $41.2M | $40.1M | $1.1M | 51 | -- |
| Mar 2009 | $48.4M | $0 | $48.4M | 51 | -- |
DateNov 2025
Total AUM$6.1B
Discretionary$0
Non-Disc.$6.1B
Employees1,131
Clients0
DateApr 2025
Total AUM$6.1B
Discretionary$0
Non-Disc.$6.1B
Employees1,131
Clients0
DateMar 2025
Total AUM$6.1B
Discretionary$0
Non-Disc.$6.1B
Employees1,131
Clients0
DateDec 2024
Total AUM$4.2B
Discretionary$0
Non-Disc.$4.2B
Employees1,098
Clients0
DateNov 2024
Total AUM$4.2B
Discretionary$0
Non-Disc.$4.2B
Employees1,098
Clients0
DateOct 2024
Total AUM$4.2B
Discretionary$0
Non-Disc.$4.2B
Employees1,098
Clients0
DateJun 2024
Total AUM$4.2B
Discretionary$0
Non-Disc.$4.2B
Employees1,098
Clients0
DateJun 2024
Total AUM$4.2B
Discretionary$0
Non-Disc.$4.2B
Employees1,098
Clients0
DateMay 2024
Total AUM$4.2B
Discretionary$0
Non-Disc.$4.2B
Employees1,098
Clients0
DateMar 2024
Total AUM$4.2B
Discretionary$0
Non-Disc.$4.2B
Employees1,098
Clients0
DateFeb 2024
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees1,062
Clients0
DateOct 2023
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees1,062
Clients0
DateSep 2023
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees1,062
Clients0
DateAug 2023
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees1,062
Clients0
DateMar 2023
Total AUM$3.2B
Discretionary$0
Non-Disc.$3.2B
Employees1,062
Clients0
DateJan 2023
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees932
Clients0
DateJan 2023
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees932
Clients0
DateNov 2022
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees932
Clients0
DateOct 2022
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees932
Clients0
DateSep 2022
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees932
Clients0
DateJul 2022
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees932
Clients0
DateMar 2022
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees932
Clients0
DateFeb 2022
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees1,062
Clients0
DateOct 2021
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees1,062
Clients0
DateSep 2021
Total AUM$3.4B
Discretionary$0
Non-Disc.$3.4B
Employees1,062
Clients0
DateFeb 2021
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees1,062
Clients0
DateFeb 2021
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees1,162
Clients0
DateOct 2020
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees1,162
Clients0
DateJun 2020
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees1,162
Clients0
DateMar 2020
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees1,162
Clients0
DateDec 2019
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees1,186
Clients0
DateOct 2019
Total AUM$2.5B
Discretionary$0
Non-Disc.$2.5B
Employees1,186
Clients0
DateJul 2019
Total AUM$2.4B
Discretionary$0
Non-Disc.$2.4B
Employees1,159
Clients0
DateMay 2019
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees1,284
Clients0
DateMar 2019
Total AUM$2B
Discretionary$0
Non-Disc.$2B
Employees1,284
Clients0
DateOct 2018
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees1,387
Clients0
DateApr 2018
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees1,387
Clients0
DateMar 2018
Total AUM$1.9B
Discretionary$0
Non-Disc.$1.9B
Employees1,387
Clients0
DateJan 2018
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees1,374
Clients0
DateOct 2017
Total AUM$1.7B
Discretionary$0
Non-Disc.$1.7B
Employees1,374
Clients0
DateMay 2017
Total AUM$1.5B
Discretionary$0
Non-Disc.$1.5B
Employees1,400
Clients6,038
DateApr 2017
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees1,400
Clients6,038
DateMar 2017
Total AUM$1.3B
Discretionary$0
Non-Disc.$1.3B
Employees1,400
Clients6,038
DateDec 2016
Total AUM$1.2B
Discretionary$0
Non-Disc.$1.2B
Employees1,146
Clients6,038
DateAug 2016
Total AUM$891.9M
Discretionary$0
Non-Disc.$891.9M
Employees1,146
Clients6,038
DateApr 2016
Total AUM$870.2M
Discretionary$0
Non-Disc.$870.2M
Employees1,146
Clients6,038
DateMar 2016
Total AUM$881.8M
Discretionary$0
Non-Disc.$881.8M
Employees1,146
Clients6,038
DateFeb 2016
Total AUM$857.9M
Discretionary$0
Non-Disc.$857.9M
Employees1,122
Clients5,560
DateFeb 2016
Total AUM$857.9M
Discretionary$0
Non-Disc.$857.9M
Employees1,122
Clients5,560
DateJun 2015
Total AUM$857.9M
Discretionary$0
Non-Disc.$857.9M
Employees1,122
Clients5,560
DateMar 2015
Total AUM$857.9M
Discretionary$0
Non-Disc.$857.9M
Employees1,122
Clients5,560
DateAug 2014
Total AUM$751.1M
Discretionary$0
Non-Disc.$751.1M
Employees1,193
Clients3,752
DateMar 2014
Total AUM$590.2M
Discretionary$0
Non-Disc.$590.2M
Employees1,226
Clients3,752
DateAug 2013
Total AUM$458.7M
Discretionary$0
Non-Disc.$458.7M
Employees1,233
Clients1,800
DateMay 2013
Total AUM$361.5M
Discretionary$0
Non-Disc.$361.5M
Employees1,233
Clients1,800
DateApr 2013
Total AUM$361.5M
Discretionary$0
Non-Disc.$361.5M
Employees1,233
Clients1,800
DateApr 2013
Total AUM$361.5M
Discretionary$0
Non-Disc.$361.5M
Employees1,233
Clients1,800
DateMar 2013
Total AUM$285M
Discretionary$0
Non-Disc.$285M
Employees1,233
Clients1,800
DateNov 2012
Total AUM$224.7M
Discretionary$0
Non-Disc.$224.7M
Employees1,142
Clients1,400
DateJun 2012
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees51
Clients300
DateMar 2012
Total AUM$59.8M
Discretionary$0
Non-Disc.$59.8M
Employees51
Clients300
DateMar 2011
Total AUM$54.1M
Discretionary$54.1M
Non-Disc.$0
Employees51
Clients--
DateSep 2010
Total AUM$41.2M
Discretionary$40.1M
Non-Disc.$1.1M
Employees51
Clients--
DateMar 2009
Total AUM$48.4M
Discretionary$0
Non-Disc.$48.4M
Employees51
Clients--