Keith Downey
Stronghold Wealth Management · Tampa, Florida
Keith Downey is a fee-only financial advisor at Stronghold Wealth Management in Tampa, Florida, who holds the CFP and ChFC credentials. Stronghold Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Stronghold Wealth Management |
|---|---|
| Based in | Tampa, Florida |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $172.9M across 579 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in FL, GA, OK, TX · CRD 3113292 |
| Exams passed | Series 66 (1998) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.strwealth.com |
| Profile |
How Keith's firm compares
- Stronghold Wealth Management's average account is about $299,000, from its Form ADV (assets managed divided by 579 accounts).
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Questions about Keith
Is Keith Downey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Stronghold Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keith charge for financial advice?
Keith's firm, Stronghold Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Keith Downey based?
Keith Downey is based in Tampa, Florida.
What credentials does Keith Downey hold?
Keith Downey holds the CFP and ChFC credentials.
Is Keith Downey registered with the SEC?
Yes. Keith Downey is registered as an investment adviser representative in FL, GA, OK and TX (CRD 3113292), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stronghold Wealth Management manage?
Stronghold Wealth Management reports $172.9M across 579 accounts in assets under management.
How do I contact Keith Downey?
Through Keith's website, www.strwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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