Keeble & Pyke Financial Advisors, LLC. (Stockbridge)


Keeble & Pyke Financial Advisors, LLC. is a large advisory firm based in Stockbridge. It manages $202.2 million of regulatory assets for 591 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Georgia.

Keeble & Pyke Financial Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Keeble & Pyke Financial Advisors: assets under management

The assets under management (AUM) of Keeble & Pyke Financial Advisors, LLC. is $202.2 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $135.47 million in discretionary accounts and $66.73 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $342.1 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $342.18 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Keeble & Pyke Financial Advisors, LLC. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Stockbridge

The principal office where Keeble & Pyke Financial Advisors, LLC. performs its advisory services is located at 345 Corporate Center Court, Stockbridge, GA 30281, which is also the mailing address of the firm. An additional office of the firm is in Peachtree City, GA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 770-507-0025 or by fax 770-507-1764. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.keeblepyke.com.