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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KEY CAPITAL MANAGEMENT, INC.

CRD 173773

HENDERSONVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bd48e2d3-d321-a651-151a-da14e14ba54b

Data as of Apr 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 18
Dated events: 7
On other graphs: 0
Observed: Jun 16, 2022 to Apr 8, 2026
21 observations

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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=0.0
Regulatory AUM: $393MItem 5.F on the latest filing (2026-04-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $383M
Private client RAUM: $389MderivedItem 5.D individuals plus high net worth individuals
Private client share: 99%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 12
RAUM per advisor: $32.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 35
Advisory employees: 9
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 2,324
Individual clients: 1,937
High net worth clients: 69
SEC number: 801-126114
CRD: 173773
Filings on the tape: 21
First filed: Jun 16, 2022
Latest filed: Apr 8, 2026
Organised: Corporation, TN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
WESLEY PRICE WOOD	n/a	HENDERSONVILLE, TN	11	21	2	no
Rachel Lee Biggerstaff	n/a	HENDERSONVILLE, TN	6	14	n/a	no
HANNAH JOELLE HERMAN	Certified Financial Planner	HENDERSONVILLE, TN	3	12	n/a	no
Spencer David Ader	Certified Financial Planner	HENDERSONVILLE, TN	3	11	3	no
Joseph Jackson Weeks	n/a	HENDERSONVILLE, TN	2	15	2	no
CHRISTOPHER HOUSTON LOPER	n/a	HENDERSONVILLE, TN	2	11	n/a	no
Jacob Michael Butler	n/a	HENDERSONVILLE, TN	2	11	n/a	no
Keith Casiano	n/a	HENDERSONVILLE, TN	0	11	4	no
Jordan Bryce Zuger	n/a	HENDERSONVILLE, TN	0	12	1	no
Jacob Wayne Harrison	n/a	HENDERSONVILLE, TN	0	12	1	no
Sarah Jeanne Summers	n/a	HENDERSONVILLE, TN	0	10	n/a	no
Zachary Hyche	n/a	HENDERSONVILLE, TN	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MCCANN, KEVIN, MICHAEL	CHIEF COMPLIANCE OFFICER	Na	yes	01/2024	Jan 24, 2024	Apr 30, 2024
WOOD, WESLEY, PRICE	Principal	E	yes	11/2014	Jun 16, 2022	Apr 30, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
WOOD FINANCIAL GROUP, LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Franklin	Tn	United States	5	no
MOUNT JULIET	Tn	United States	5	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 8, 2026	$393M	$383M	35	9	4	n/a	n/a
2024	Jan 23, 2025	$293M	$277M	30	7	2	n/a	n/a
2023	Jan 24, 2024	$206M	$206M	22	5	2	n/a	n/a
2022	Mar 22, 2023	$128M	$128M	5	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	0	4	0.0%	0	0	0	7	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$393M	$293M	34.1%	$128M	45.5%	35	30	4	2

Relationships

Registered with (16)

← Zachary HycheAdvisorregistration: current employment
Mar 26, 2026 to presentfactForm ADV
← Sarah Jeanne SummersAdvisorregistration: current employment
Feb 9, 2026 to presentfactForm ADV
← Jacob Wayne HarrisonAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Jordan Bryce ZugerAdvisorregistration: current employment
Dec 9, 2025 to presentfactForm ADV
← Keith CasianoAdvisorregistration: current employment
Nov 19, 2025 to presentfactForm ADV
← Jacob Michael ButlerAdvisorregistration: current employment
Aug 27, 2024 to presentfactForm ADV
← CHRISTOPHER HOUSTON LOPERAdvisorregistration: current employment
Jun 6, 2024 to presentfactForm ADV
← Joseph Jackson WeeksAdvisorregistration: current employment
Mar 8, 2024 to presentfactForm ADV
← Spencer David AderAdvisorregistration: current employment
Jan 2, 2023 to presentfactForm ADV
← HANNAH JOELLE HERMANAdvisorregistration: current employment
Nov 28, 2022 to presentfactForm ADV
← Rachel Lee BiggerstaffAdvisorregistration: current employment
Apr 17, 2020 to presentfactForm ADV
← WESLEY PRICE WOODAdvisorregistration: current employment
Apr 13, 2015 to presentfactForm ADV
← CHARLES RICHARD REYAdvisorregistration: previous registration
Jun 5, 2025 to Aug 26, 2025factForm ADV
← ANDREW HARRISONAdvisorregistration: previous registration
May 20, 2024 to May 19, 2025factForm ADV
← MATTHEW BIRD MALONEAdvisorregistration: previous registration
May 25, 2022 to Dec 21, 2022factForm ADV
← WILLIAM DANIEL PRESTAGEAdvisorregistration: previous registration
Feb 11, 2015 to May 18, 2022factForm ADV

Controls (2)

← MCCANN, KEVIN, MICHAELOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 24, 2024 to Apr 30, 2024factForm ADV
← WOOD, WESLEY, PRICEOwnerPRINCIPAL, ownership code E, individual
Jun 16, 2022 to Apr 30, 2024factForm ADV

Dated events

Occurred
Aug 26, 2025
Advisor changed firm
Charles Richard Rey left Key Capital Management, Inc. for Level Four Advisory Services (registered 2025-09-08)
Form ADVobserved 4 days ago
Occurred
May 19, 2025
Advisor changed firm
Andrew Harrison left Key Capital Management, Inc. for Strategic Advisers Llc (registered 2025-07-16)
Form ADVobserved 4 days ago
Occurred
Jan 24, 2024
Control person joined
Michael Kevin Mccann (Chief Compliance Officer) appeared on Schedule A of Key Capital Management, Inc.
Form ADVobserved 4 days ago
Occurred
Jan 24, 2024
Control person left
Lee Rachel Biggerstaff (Chief Compliance Officer) no longer on Schedule A of Key Capital Management, Inc. (listed 2023-09-07, absent 2024-01-24)
Form ADVobserved 4 days ago
Occurred
Dec 21, 2022
Advisor changed firm
Matthew Bird Malone left Key Capital Management, Inc. for Tbh Global Asset Management, Llc (registered 2023-03-22)
Form ADVobserved 4 days ago
Occurred
Jun 16, 2022
First Form ADV filing
Key Capital Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago
Occurred
May 18, 2022
Advisor changed firm
William Daniel Prestage left Key Capital Management, Inc. for Triad Advisors, Llc (registered 2022-04-19)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bd48e2d3-d321-a651-151a-da14e14ba54b
First observed: Jun 16, 2022
Last observed: Apr 8, 2026 5 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.

KEY CAPITAL MANAGEMENT, INC.

CRD 173773

HENDERSONVILLE, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:bd48e2d3-d321-a651-151a-da14e14ba54b

Data as of Apr 8, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:29 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

WESLEY PRICE WOOD

n/a

HENDERSONVILLE, TN

Rachel Lee Biggerstaff

n/a

HENDERSONVILLE, TN

n/a

HANNAH JOELLE HERMAN

Certified Financial Planner

HENDERSONVILLE, TN

n/a

Spencer David Ader

Certified Financial Planner

HENDERSONVILLE, TN

Joseph Jackson Weeks

n/a

HENDERSONVILLE, TN

CHRISTOPHER HOUSTON LOPER

n/a

HENDERSONVILLE, TN

n/a

Jacob Michael Butler

n/a

HENDERSONVILLE, TN

n/a

Keith Casiano

n/a

HENDERSONVILLE, TN

Jordan Bryce Zuger

n/a

HENDERSONVILLE, TN

Jacob Wayne Harrison

n/a

HENDERSONVILLE, TN

Sarah Jeanne Summers

n/a

HENDERSONVILLE, TN

n/a

Zachary Hyche

n/a

HENDERSONVILLE, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MCCANN, KEVIN, MICHAEL

CHIEF COMPLIANCE OFFICER

yes

01/2024

Jan 24, 2024

Apr 30, 2024

WOOD, WESLEY, PRICE

Principal

yes

11/2014

Jun 16, 2022

Apr 30, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

WOOD FINANCIAL GROUP, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Franklin

United States

MOUNT JULIET

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 8, 2026

$393M

$383M

n/a

2024

Jan 23, 2025

$293M

$277M

n/a

2023

Jan 24, 2024

$206M

n/a

2022

Mar 22, 2023

$128M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$393M

$293M

34.1%

$128M

45.5%