KeyVantage Wealth provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
KeyVantage Wealth reports 143 clients. They include 81 individual clients and 62 high-net-worth individuals. Of its assets, 100.0% ($339M across 143 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 57% | 9% |
| High-net-worth individuals | 43% | 91% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 81 | $29.5M | 8.7% | $364K |
| High-net-worth individuals | 62 | $310M | 91.3% | $5M |
| Total | 143 | $339M | 100% | $2.37M |
- Clients
- 81
- Regulatory AUM
- $29.5M
- AUM share
- 8.7%
- Avg. per client
- $364K
- Clients
- 62
- Regulatory AUM
- $310M
- AUM share
- 91.3%
- Avg. per client
- $5M
Total
- Clients
- 143
- Regulatory AUM
- $339M
- AUM share
- 100%
- Avg. per client
- $2.37M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
KeyVantage Wealth charges 0.35%–1.25% a year for its Individually Managed Accounts. The fee requires an account of at least $500,000. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Flat fee up to $15,000, or an hourly rate up to $500 for clients receiving financial planning services.
Rodman Young owns 50% to 75% of KeyVantage Wealth. The leadership team of KeyVantage Wealth includes Chief Compliance Officer John Dwyer. It has 5 employees, 4 of them in advisory roles.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 50% to 75% of Keyvantage Wealth, LLC
Rodman Young
Control person · since May 2024
- Owns 50% to 75% of Keyvantage Wealth, LLC
Jaclyn Cornelius
Control person · since May 2024
KeyVantage Wealth’s regulatory assets grew Infinity× from $0 (June 2024) to $339M (March 2026); employees rose from 2 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $339M | 143 | 5 | 1 |
| Mar 2025March 2025 | $302M | 146 | 5 | 1 |
| Jun 2024June 2024 | $0 | 0 | 2 | 1 |
Besides its headquarters, KeyVantage Wealth has 0 offices, with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 95 Highland Avenue, Suite 310, BethlehemHQ
Contact and registration details
- Legal name
- Keyvantage Wealth, LLC
- Headquarters
- 95 Highland Avenue, Suite 310, Bethlehem, PA 18017
- Website
- keyvantagewealth.com
- Phone
- 484-935-3003
- @keyvantage-wealth-advisors
- SEC file
- 801-130771
- Founded
- 2024
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
KeyVantage Wealth’s named custodian for separately managed accounts is Charles Schwab ($339M). KeyVantage Wealth has custody of $85.8M for 107 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $339M100%
At year end, KeyVantage Wealth’s separately managed accounts were mostly in funds (69%) and stocks (18%). Its reported 13F holdings for the quarter ended 30 June 2026 total $264M across 96 positions; the largest are Schwab International Equity ETF (12.2%), iShares Core S&P 500 ETF (11.8%) and Vanguard Intermediate-term Corporate Bond ETF (8.7%).
What the accounts hold
- Stocks18%
- Exchange-traded equities17%
- Non-exchange-traded equities1%
- Funds69%
- Bonds1%
- Cash3%
- Other9%
- U.s. government/agency bonds, non-investment grade corporate bonds, investment grade corporate bonds, alternatives, derivatives9%
How many clients does KeyVantage Wealth have?
KeyVantage Wealth has 143 clients and manages $339 million for them, as of March 2026. They include 81 individual clients and 62 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 23 March 2026
What services does KeyVantage Wealth offer?
KeyVantage Wealth provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does KeyVantage Wealth charge?
KeyVantage Wealth charges 0.35%–1.25% a year for its Individually Managed Accounts. The fee requires an account of at least $500,000.
Source: KEYVANTAGE WEALTH FORM ADV PART 2A, filed 23 March 2026
Which custodians does KeyVantage Wealth use?
KeyVantage Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $339M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 23 March 2026
How many financial advisors does KeyVantage Wealth have?
KeyVantage Wealth has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does KeyVantage Wealth invest in?
At the end of its last fiscal year, KeyVantage Wealth’s separately managed accounts held 69% registered funds (mutual funds, ETFs, BDCs), 17% exchange-traded equities, 9% other, 3% cash and equivalents, 1% non-exchange-traded equities and 1% state and local bonds. The 9% other category is described as: U.S. Government/Agency Bonds, Non-Investment Grade Corporate Bonds, Investment Grade Corporate Bonds, Alternatives, Derivatives.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does KeyVantage Wealth have a minimum investment?
Yes, KeyVantage Wealth’s minimum account size for its Individually Managed Accounts is $500K.
Source: KEYVANTAGE WEALTH FORM ADV PART 2A, filed 23 March 2026
Who owns KeyVantage Wealth?
KeyVantage Wealth’s direct owners are Rodman Young (50% to 75%) and Jaclyn Cornelius (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 23 March 2026
How does KeyVantage Wealth get paid?
KeyVantage Wealth is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact KeyVantage Wealth?
KeyVantage Wealth’s main office is at 95 Highland Avenue, Suite 310, Bethlehem, PA 18017. Its phone number is 484-935-3003. Its website is keyvantagewealth.com.