Wealth Manager
    SEC Registered
    Manages Private Funds

    Keystone Financial Group, LLC

    Registered investment advisor · Lexington, Kentucky · CRD #170201

    Assets Under Management
    $2.3B
    Client Accounts
    6,628
    Employees
    49
    CRD Number
    170201
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc, Charles Schwab & Co., Inc.

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

    About Keystone Financial Group, LLC

    Keystone Financial Group, LLC is an independent investment advisory firm offering holistic financial planning, retirement, and portfolio management services. Founded in 2008, it operates as a fee-only Registered Investment Advisory (RIA) firm.

    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 Keystone Financial Group, LLC

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    Frequently Asked Questions

    What is Keystone Financial Group, LLC's AUM?

    Keystone Financial Group, LLC reports approximately $2.3B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Keystone Financial Group, LLC headquartered?

    Keystone Financial Group, LLC is headquartered in Lexington, Kentucky.

    What is Keystone Financial Group, LLC's CRD number?

    Keystone Financial Group, LLC's CRD number is 170201. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Keystone Financial Group, LLC manage?

    Keystone Financial Group, LLC manages approximately 6,628 client accounts according to its latest SEC filing.

    Is Keystone Financial Group, LLC SEC registered?

    Yes, Keystone Financial Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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