Brian Scott Copeland
Investment adviser representative at Keel Point, LLC
11 yearsExperience
3 statesRegistered in
$4.1BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Keel Point, LLCAug 2015 to now
- Keel Point Capital, LLCAug 2015 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 3 states (AL, KS, MO).
Keel Point, LLC
$4.1BAssets managed
1,613Clients
49Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4772516
- Firm CRD
- 127902