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Asset manager · Cleveland, OH

Keybanc Capital Markets Research, LLC

Kbcm Research LLC · SEC-registered investment adviser · CRD 326557 · SEC 801-128103

At a glance

Keybanc Capital Markets Research, LLC is an SEC-registered investment adviser based in Cleveland, Ohio, with $0 in regulatory assets under management as of its Form ADV filed June 3, 2026. By Form ADV it is a asset manager, ranked 2,758th of 3,218 asset managers and 16,742nd of 17,210 SEC-registered advisers by assets.

Main office 216-689-3873As filed on Form ADV

Regulatory AUM
$0M
Rank among asset managers
#2,758 of 3,218
Rank among all SEC RIAs
#16,742 of 17,210
Rank in Ohio
#398 of 403
Clients
0
Accounts
0
Discretionary
0% of AUM
Employees
80
Advisory staff
71
Offices
1

Owners and executives on its Form ADV

Custody and brokerage

Custodian

Keybanc Capital Markets Research, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.

Broker-dealer

Hybrid RIA

Keybanc Capital Markets Research, LLC is a hybrid RIA: 75 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Keybanc Capital Markets Inc..

Other hybrid RIAs

Disciplinary disclosures

Keybanc Capital Markets Research, LLC answers yes to 10 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗

Services

  • Other services

How it’s paid

  • Other

Form ADV and brochures on the SEC’s adviser search ↗

AtlasMembers

The full record on Keybanc Capital Markets Research, LLC

Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.

Assets, accounts, clients and staff, 2 years of filings
Locked
Growth over one, three and five years
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Rank against 626 peers of its type and size
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Owners and executives, with titles and stakes
3 namedLocked
Main office, fax and compliance officer
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Filing changes this year, with alerts
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Open Atlas free

Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Background

Questions

How much does Keybanc Capital Markets Research, LLC manage?

Keybanc Capital Markets Research, LLC reports $0 in regulatory assets under management, on its Form ADV filed June 3, 2026.

What kind of firm is Keybanc Capital Markets Research, LLC?

Keybanc Capital Markets Research, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals. It reports a bank or thrift among its related persons. A public reporting company controls it.

Does Keybanc Capital Markets Research, LLC have any disciplinary history?

Keybanc Capital Markets Research, LLC answers yes to 10 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.

Where these numbers come from

Every figure is Keybanc Capital Markets Research, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-03), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.

Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →