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KEY GROUP MANAGEMENT, INC.

FOUNTAIN HILLS, AZ · CRD 146054 · IAPD ↗ · keygroupwealth.com · 480-477-5252

$303.8MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — KEY GROUP MANAGEMENT, INC. notice-filed in DE, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
February 2026 — KEY GROUP MANAGEMENT, INC. reported RAUM up 29% ($235.0M -> $303.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2024 — KEY GROUP MANAGEMENT, INC. notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.