Keith Kellum
Investment adviser representative at Pennington Partners & Co., LLC
16 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5.1BFirm assets
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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
16 years in the industry.
- Pennington Partners & Co., LLCSep 2025 to now
- Pennington PartnersSep 2025 to now
- BNY WealthJun 2010 to Sep 2025
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MD).
Pennington Partners & Co., LLC
$5.1BAssets managed
112Clients
11Advisers
10 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
- 8142178
- Firm CRD
- 282688