Matthew
Keeter

Equity Investment Corp

CRD#4210629
Investment Advisor
in Atlanta, GA

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About this Advisor

Matthew Keeter is a financial advisor who works in Atlanta, Georgia with 6 years of relevant experience. Keeter is currently employed by Equity Investment Corp. Their career trajectory has included roles at American Beacon Advisors, Inc, Foreside Fund Services, LLC, Foreside Funds Distributors LLC and Equity Investment Corporation. Keeter holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in Georgia and Texas. Equity Investment Corp is a financial advisory firm based out of Atlanta, GA. It handles $2 billion in assets among its 4,478 client accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 63 charities and foundations. Of its 4,478 customer accounts, just 6% belong to high-net-worth individuals who have more than $1 million in investable assets. The advisory firm provides a set of services, including portfolio management for individuals and small businesses, portfolio management for investment companies and portfolio management for institutional clients. Fees for financial advisory services usually depend on which service is provided. Fee types billed by Equity Investment Corp typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

6 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

1776 Peachtree Street Nw Suite 600S
Atlanta, GA 30309

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Equity Investment Corp Brokerage Details

Total Assets Under Management

$2,267,840,363

GA Average: $3,570,121,308
Total Number of Employees

25

GA Average: 58
Total Number of Accounts

4,478

GA Average: 1,608
Average Account Size

$506,440

GA Average: $2,220,225

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients

Matthew Keeter Work History

Matthew has been registered as a financial advisor for 6 years.*

2017 - Present (7 years)

Foreside Funds Distributors LLC

2017 - Present (7 years)

Equity Investment Corporation

2012 - 2017 (5 years)

American Beacon Advisors , Inc

2012 - 2017 (5 years)

Foreside Fund Services, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Matthew Keeter to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Equity Investment Corp

Robert Ladyman
Atlanta, GA
Allen White
Atlanta, GA
Dennis Mckinney
Atlanta, GA
Keith Telesca
Villanova, PA
Matthew Keeter
Atlanta, GA
Fred Gifford
Atlanta, GA
William Reynolds
Atlanta, GA
John Power
Atlanta, GA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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