This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.01 related_bd=false related_bank=false bd_reps=5.0

Regulatory AUM

$304MItem 5.F on the latest filing (2026-05-18); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$0

Private client RAUM

$300MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

8

RAUM per advisor

$38.0Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

5

Advisory employees

5

Offices

2Schedule D 1.F, beyond the principal office

Accounts

337

Individual clients

250

High net worth clients

85

SEC number

801-114845

CRD

146054

Filings on the tape

16

First filed

Feb 14, 2019

Latest filed

May 18, 2026

Organised

Corporation, NJ

Website

keygroupwealth.com

• Occurred

  Feb 14, 2019
  First Form ADV filing

  Key Group Management, Inc. filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:974c7720-eada-880c-2406-72f6ff7c4563

First observed

Feb 14, 2019

Last observed

May 18, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.