Keystate Advisory, LLC

Registered investment advisor · Las Vegas, Nevada · CRD #156226

Assets Under Management

$16.6B

Client Accounts

Employees

CRD Number

156226

Registration

SEC Registered

Custodian

Principal Financial Group, Bankers' Bank

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Keystate Advisory, LLC

KeyState is a financial services company that specializes in risk management, tax-efficient investment structures, captive insurance solutions, entity management, and portfolio management. With over 30 years of experience, KeyState provides innovative financial solutions to community banks, corporations, and mid-sized businesses, helping them manage risk and optimize returns. The company is recognized as the largest provider of captive management and investment portfolio services to community b

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Keystate Advisory, LLC

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Frequently Asked Questions

What is Keystate Advisory, LLC's AUM?

Keystate Advisory, LLC reports approximately $16.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Keystate Advisory, LLC headquartered?

Keystate Advisory, LLC is headquartered in Las Vegas, Nevada.

What is Keystate Advisory, LLC's CRD number?

Keystate Advisory, LLC's CRD number is 156226. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.