Spencer
Ader

Key Capital Management, Inc

CRD#7140744
Investment Advisor
in Hendersonville, TN

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About this Advisor

Spencer Ader is a financial advisor based in Hendersonville, Tennessee, working with Key Capital Management, Inc. Spencer has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Shugart Homes, High Point University, North Davidson High School, Bank Of America, N.A, Simplicity Wealth, LLC, Jline Financial, Foundations Investment Advisors LLC, and Key Capital Management, Inc. Spencer has passed the Series 66 regulatory exam and is registered to provide services in Louisiana and Tennessee. Currently, Spencer 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 66, CERTIFIED FINANCIAL PLANNER™

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

Spencer Ader Work History

2022 - Present (3 years)

Key Capital Management, Inc

2020 - Present (5 years)

Jline Financial

2021 - 2022 (1 year)

Foundations Investment Advisors LLC

2020 - 2021 (1 year)

Simplicity Wealth, LLC

2019 - 2020 (1 year)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2020 (1 year)

Bank Of America, N.A

2018 - 2019 (1 year)

Shugart Homes

2017 - 2018 (1 year)

High Point University

2015 - 2019 (4 years)

High Point University

2011 - 2015 (4 years)

North Davidson High School

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Disclosures

Please visit the SEC profile of Spencer Ader 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
Christopher Loper
Hendersonville, TN
Rachel Biggerstaff
Hendersonville, TN
Spencer Ader
Hendersonville, TN
Andrew Harrison
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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