# Key Investment Services

Key Investment Services is a Bank / Wealth / Trust based in Cleveland, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Cleveland, United States
- **Region:** North America
- **Address:** Cleveland, OH, United States
- **Founded:** 2006
- **Assets under management:** Undisclosed
- **Website:** key.com/investment-services
- **LinkedIn:** https://www.linkedin.com/company/key-investment-services

## Regulatory record

- **CRD number:** 136300
- **SEC file number:** 801-65060
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136300

## About

Key Investment Services is an SEC-registered investment adviser in Brooklyn, Ohio, registered since 2006. The firm manages approximately $8.9 billion in regulatory assets. It has 1325 employees and 360 investment advisers.

## Questions

### What investment products does Key Investment Services primarily sell?

The firm primarily distributes third-party mutual funds, variable and fixed annuities, and managed account programs. Asset allocation models are centrally constructed and advisors execute within those constrained menus. Direct equity, fixed-income security selection, and private alternative investments are not core to the KIS offering — the platform is designed for liquidity, regulatory simplicity, and suitability for bank-channel customers.

### Where does KeyCorp break out Key Investment Services revenue?

KeyCorp does not report KIS as a standalone line item. Its results are consolidated within the Wealth Management segment alongside Key Private Bank and institutional asset management activities. Wealth Management revenue is primarily investment management and service charges, with net interest income from associated deposit and loan products also contributing — but a dedicated KIS profit-and-loss statement is not publicly disclosed.

### Can an external RIA or independent advisor access KIS's platform?

No. Key Investment Services is a proprietary captive channel — its advisor force is employed by KeyCorp and its products are distributed exclusively through KeyBank's branch network and referred clients. There is no external or third-party custody business, nor does KIS offer a TAMP or sub-advisory interface for unaffiliated advisors.

## Related profiles

- [Kewalram Chanrai Group](https://altss.com/profile/kewalram-chanrai-group)
- [Key Wealth Advisors](https://altss.com/profile/key-wealth-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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