Keystate Advisory, LLC

KeyState Advisory, LLC is a registered Investment Adviser specializing in fixed income investing. Established in January 2011 and registered with the SEC the same month, the firm offers managed accounts tailored to individual client needs. KeyState Advisory serves institutional and individual investors, with a focus on fixed income securities. The firm is owned by KeyState Holdings, LLC and the Susan J. Miller 1996 Irrevocable Trust. As of December 31, 2024, the firm supervised client accounts with a market value exceeding $18 billion. Regarding fees, charges are negotiated with each client, with fixed quarterly fees ranging from $2,500 to $200,000. Some fees are based on a percentage of the portfolio's market value. Clients are billed monthly or quarterly and may incur third-party fees. KeyState Advisory does not accept performance-based fees and has no minimum client size requirements. The firm primarily uses fundamental analysis and does not engage in frequent trading. KeyState Advisory does not have custody of client funds, accepts discretionary authority for managing securities accounts, and does not vote client securities. The firm maintains strict privacy policies and safeguards client information. For further details or inquiries, contact Joshua C. Miller, CEO, at 702.598.3738.