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KEYBANC CAPITAL MARKETS RESEARCH, LLC

CLEVELAND, OH · CRD 326557 · IAPD ↗ · key.com · 216-689-3873

$0Regulatory AUM
71Advisory reps
80Employees
67Clients
0Planning clients
0Private funds
17States
10Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
April 2026 — KEYBANC CAPITAL MARKETS RESEARCH, LLC shrank from 80 to 71 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
March 2025 — KEYBANC CAPITAL MARKETS RESEARCH, LLC grew from 74 to 80 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
40
April 2024 — KEYBANC CAPITAL MARKETS RESEARCH, LLC's Item 11 disclosure-reporting entries rose by 3 (7 -> 10).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand

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