Sarah Jeanne Summers
Investment adviser representative at Key Capital Management, Inc.
10 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
10 years in the industry.
- Key Capital Management, Inc.Sep 2025 to now
- Mariposa Group, LLCMar 2025 to Sep 2025
- Self-employedMay 2022 to Sep 2025
- Lifesci Advisors, LLCJun 2021 to May 2022
- Glazer Capital, LLCFeb 2021 to May 2021
- Florida State UniversityAug 2020 to Dec 2020
- UnemployedJun 2020 to Jul 2020
- Hudson Pacific PropertiesNov 2019 to May 2020
- Self-employedSep 2019 to Nov 2019
- Angelo GordonJun 2018 to Sep 2019
- Emerging Sovereign Group (the Carlyle Group)Apr 2016 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8208332
- Firm CRD
- 173773