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Rachel Lee Biggerstaff

Investment adviser representative at Key Capital Management, Inc.
14 yearsExperience
1 stateRegistered in
$393MFirm assets
4 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

14 years in the industry.

  1. Key Capital Management, Inc.Mar 2020 to now
  2. Wood Financial Group, LLCJun 2012 to now

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

State registrations

Registered as an investment adviser representative in 1 state (TN).

Key Capital Management, Inc.

$393MAssets managed
2,018Clients
12Advisers
4 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
6097695
Firm CRD
173773
Advisor's SEC record (opens in a new tab)
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