Moody
Summers

Key Capital Management, Inc

CRD#7051356
Investment Advisor
in Hendersonville, TN

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About this Advisor

Moody Summers is a financial advisor based in Hendersonville, Tennessee, working with Key Capital Management, Inc. Moody has previously held positions at Jackson National Life Distributors, LLC, The Ole Miss Golf Course, Cobra Security, The University Of North Georgia, The University Of Mississippi, Rj Young, Tractor Supply, Beacon Capital Management, Key Capital Management, Inc, Wood Financial Group, LLC, and Paynada LLC. Moody has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Tennessee. Currently, Moody is part of Key Capital Management, Inc, which operates out of Hendersonville, Tennessee. The firm has 2 offices and 22 employees. The firm manages assets totaling $205.8 million and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses. The fee structure at Key Capital Management, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

181 East Main St. Suite #7
Hendersonville, TN 37075

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Key Capital Management, Inc Brokerage Details

Total Assets Under Management

$205,757,846

TN Average: $730,596,643
Total Number of Employees

22

TN Average: 15
Total Number of Accounts

1,637

TN Average: 968
Average Account Size

$125,692

TN Average: $754,749

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Moody Summers Work History

2024 - Present (0 year)

Key Capital Management, Inc

2024 - Present (0 year)

Wood Financial Group, LLC

2024 - Present (0 year)

Paynada LLC

2020 - 2023 (3 years)

Beacon Capital Management

2019 - 2019 (< 1 year)

Rj Young

2019 - 2020 (1 year)

Tractor Supply

2018 - 2019 (1 year)

Jackson National Life Distributors, LLC

2016 - 2017 (1 year)

The Ole Miss Golf Course

2016 - 2016 (< 1 year)

Cobra Security

2015 - 2018 (3 years)

The University Of Mississippi

2014 - 2015 (1 year)

The University Of North Georgia

Disclosures

Please visit the SEC profile of Moody Summers 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 Key Capital Management, Inc

Moody Summers
Hendersonville, TN
Hannah Herman
Hendersonville, TN
Rachel Biggerstaff
Hendersonville, TN
Christopher Loper
Hendersonville, TN
Andrew Harrison
Hendersonville, TN
Spencer Ader
Hendersonville, TN
Joseph Weeks
Hendersonville, TN
Wesley Wood
Hendersonville, TN

The content in this profile was updated by SmartAsset on 6/19/2024. 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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