Edward L. Minton
Professional summary
Edward Lyle Minton is a registered financial advisor currently at KEEL POINT, LLC located in Huntsville, Alabama and KEEL POINT CAPITAL, LLC located in Huntsville, Alabama.
Edward is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2014. Edward has worked at 2 firms and has passed the Series 66, SIE, Series 57 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Edward Lyle Minton's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 29, 2014 - Present
KEEL POINT, LLC
Office #1: 100 Church Street Suite 500, Huntsville, AL 35801April 29, 2014 - Present
KEEL POINT CAPITAL, LLC
Office #1: 100 Church Street Suite 500, Huntsville, AL 35801Primary Firm SEC Registration
KEEL POINT, LLC
CRD#: 127902 / SEC#: 801-62249
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(4/29/2014)
(5/15/2014)
(5/15/2014)
(5/15/2014)
(1/23/2019)
(9/1/2018)
(2/27/2020)
(2/27/2020)
Exams
FINRA
Current Firm
KEEL POINT, LLC
CRD#: 127902 / SEC#: 801-62249
Contact information
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 5,626 |
| AUM (Assets Under Management) | $ 3,464,607,203 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 04/30/2025 | ||
| 01/26/2024 | ||
| 10/25/2022 |
Red Flags
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