Keith Kellum — Partner and Portfolio Manager · Pennington Partners & Co.

Keith Kellum — Partner and Portfolio Manager · Pennington Partners & Co. · Roswell, Georgia, United States.

Direct contact

No direct contact on file for Keith yet.

About

Builder. Created the Virtual Family Office practice at one of the world’s largest UHNW wealth managers and nearly all of the firm’s analytic capabilities. Originate and deliver new services related to active wealth management.

Analytic Consultant. Devise comprehensive, Active Wealth strategies for wealth creators and multi-generational families as an alternative to building standalone family offices. Deep and broad experience in the virtual family office space.

Connector of ideas and people. Viewing generational wealth as an interdisciplinary team sport, I help families understand their wealth and how it can power their goals, their families, and the causes that matter to them.

Client-Centric. Passionate about exceeding client expectations and providing white glove service to discerning clients.

Thought Leader. Author of dozens of external case studies and white papers. Moderated and presented externally from a next-gen education webinar series and business succession planning panels to family meetings and reunions.

Experience

Partner and Portfolio ManagerCurrent
Pennington Partners & Co. · Atlanta, GA
Sep 2025 – Present
Pennington Partners & Co. is an award-winning* multi-family office founded by entrepreneurs to serve entrepreneurs, business owners, and families of significant wealth. Dedicated to elevating the lives of its clients, the firm integrates investment management, tax and estate planning coordination, and financial administration into a comprehensive family office relationship. With approximately $5 billion in assets under advisement as of December 31, 2025, Pennington combines the capabilities of a sophisticated family office with a highly personalized approach. The firm focuses on enhancing after-tax outcomes, preserving wealth across generations, and simplifying the complexities of its clients' financial lives. *Pennington Partners was named Best Multi-Family Office Up To $25bn at the 2025 Private Asset Management Awards, which are presented by With Intelligence and recognize excellence in the wealth management industry. Candidate firms do not pay a fee for consideration. Honorees pay to license the use of award logos. The date the award was given was January 5, 2025, and judges credited both performance over the prior year and longer-term performance. For more information on the award and details on the selection process, please visit: https://awards.withintelligence.com/privateassetmanagementaward/en/page/categories-criteria