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A Glimpse into Our Extensive Investor Database

This concise list introduces just eight investors from states like Florida, Alabama, and Colorado, serving as a mere glimpse into our massive database. Companies such as Keel Point and DKE Wealth represent only a fraction of the extensive network we have compiled.

Keel Point’s presence across multiple locations and Ronald Blue Trust’s detailed operational insights are examples of the depth and variety available in our full database. This preview is designed to showcase the scope and diversity of investment opportunities that await.

Explore this sample and imagine the possibilities when accessing our complete, vast repository of investor contacts and data. This is just the beginning of uncovering the full potential of strategic investment partnerships.

State Company Name Point of Contact Title Website Address 1 Address 2 City State ZIP Code Phone Number Email Address Notes
Florida DKE Wealth Michael T. Hartley, CFP Chairman and Chief Executive Officer http://www.dkefamilyoffice.com 100 W Venice Avenue Suite G Venice FL 34285 (941) 485-8220 contact@dkeinc.com
Alabama Keel Point Horizon Joe Agee Chief Business Development Officer https://www.keelpoint.com/family-office 29 Olmstead Street – Birmingham AL 35243 (256) 261-3621 social@keelpoint.com – Company’s name on website: Keel Point – Horizon Family Office
– Mr. Joe Agee is based in Huntsville, AL. Ref. https://www.keelpoint.com/about/meet-the-team/joe-agee/
– Other Locations:
– 100 Church St SW #500, Huntsville, AL 35801
– 8405 Greensboro Drive, Suite 900, McLean, VA 22102
– 25 East Main Street, Suite 201, Chattanooga, TN 37408
– 620-C Red Banks Rd.,Greenville, NC 27858
– 4000 West 114th Street, Suite 120, Leawood, KS 66211
– 7000 Executive Center Drive, Suite 100, Brentwood, TN 37027
Virginia Keel Point Joe Agee Chief Business Development Officer https://www.keelpoint.com 8405 Greensboro Drive Suite 900 McLean VA 22102 (703) 807-2020 social@keelpoint.com – Reference webpage: https://www.keelpoint.com/locations/washington-dc/
– Other Locations:
– 100 Church St SW, #500, Huntsville, AL 35801
– 29 Olmsted Street, Birmingham, AL 35243
– 25 East Main Street, Suite 201, Chattanooga, TN 37408
– 620-C Red Banks Rd.,, Greenville, NC 27858
– 4000 West 114th Street, Suite 120, Leawood, KS 66211
– 7000 Executive Center Drive, Suite 100, Brentwood, TN 37027
(Note: Keel Point’s Birmingham office is listed in row #3.)
Colorado JFG Wealth Management Brandon C. Johnson, CFA Chief Executive Officer https://jfgwealth.net 1144 15th Street Suite 3950 Denver CO 80202 (720) 475-1195 (A Contact Form is available on the website.)
Florida AM Global Family Investment Office Keith M. Bloomfield Chief Executive Officer https://www.forbesfamilytrust.com 230 Royal Palm Way Suite 200 Palm Beach FL 33480 (561) 249-6826 (A Contact Form is available on the website.) – Website is in the name of “FFT Wealth Management LLC” (formerly “Forbes Family Trust”)
– As per an old news article, “AM Global Family Investment Office to Merge With Forbes Family Trust”. Reference: https://www.wealthmanagement.com/industry/am-global-family-investment-office-merge-forbes-family-trust
Georgia Infinity Capital Partners Jeffrey Vale Chief Executive Officer https://infinityfunds.com 3475 Piedmont Rd. NE Suite 1525 Atlanta GA 30305 (404) 458-4448 info@infinityfunds.com – Jeffrey Vale’s Email: jvale@infinityfunds.com
– Other Contact Person: Phillip Jarrell (Chief Business Development Officer & Partner)
Email: pjarrell@infinityfunds.com
Georgia Ronald Blue Trust Nick Stonestreet Chief Executive Officer www.ronblue.com 1125 Sanctuary Parkway Suite 500 Alpharetta GA 30009 (770) 280-6000
(800) 841-0362
(800) 987-2987 (Everyday Steward)		 info@ronblue.com -Other Contact Person: Brian McClard, CFA (Head of Investments)
– Other Locations:
– 1600 RiverEdge Parkway, Suite 310, Atlanta, GA 30328
– 225 International Circle, Suite 203, Hunt Valley, MD 21030
– 2828 Old 280 Court, Suite 170, Vestavia Hills, AL 35243
– 10706 Sikes Place, Suite 175, Charlotte, NC 28277
– 500 Lake Cook Road, Suite 430, Deerfield, IL 60015
– 549 E. County Line Road, Suite A, Greenwood, IN 46143
– 9 Halton Green Way, Greenville, SC 29607
– 183 College Avenue, Holland, MI 49423
– 952 Echo Lane, Suite 430, Houston, TX 77024
– 9229 Delegates Row, Suite 200, Indianapolis, IN 46240
– 11829 Ransum Drive, Suite 202, Louisville, KY 40243
– 1000 Health Park Drive, Suite 180, Brentwood, TN 37027
– 20 Pacifica, Suite 560, Irvine, CA 92618
– 1900 Summit Tower Blvd., Suite 260, Orlando, FL 32810
– 350 W. Washington St., Suite 200, Tempe, AZ 8528
– 19820 North Creek Parkway, Suite 102, Bothell, WA 98011
– 1220 Oakland Boulevard, Suite 200, Walnut Creek, CA 94596
Indiana Lacy Diversified Industries (LDI, Ltd.) J.A. Lacy Chief Executive Officer https://lacydiversified.com 54 Monument Circle Suite 800 Indianapolis IN 46204 (317) 237-5400 info@lacydiversified.com Other Contact Person: Bill Himebrook (Chief Financial Officer)
Note: It’s not clear if Bill Himebrook is still connected with the company as his name is not found on the website. But as indicated on the website, “Brad Kelsheimer” is currently the company’s Chief Financial Officer. Reference: https://lacydiversified.com/our-team/#elementor-action%3Aaction%3Dpopup%3Aopen%26settings%3DeyJpZCI6IjIxODgiLCJ0b2dnbGUiOmZhbHNlfQ%3D%3D 

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