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Key Financial Group Of Jacksonville, Inc. (Jacksonville)


Key Financial Group Of Jacksonville, Inc. is an adviser based in Jacksonville. It manages $54.22 million of regulatory assets for 623 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, Georgia, and Maryland.

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Key Financial Group Of Jacksonville provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Key Financial Group Of Jacksonville: assets under management

The assets under management (AUM) of Key Financial Group Of Jacksonville, Inc. is $54.22 million. The firm's AUM has grown by 55% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $53.91 million in discretionary accounts and $310.07 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87.81 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $34.45 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Key Financial Group Of Jacksonville, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Jacksonville

The principal office where Key Financial Group Of Jacksonville, Inc. performs its advisory services is located at 6271 Dupont Station Court, Jacksonville, FL 32217, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 904-443-7996 or by fax 904-443-7082. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.keyfinancialgroup.net.


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