Keystone Capital Markets
Firm details
- Headquarters
- Irvine, California
- CRD number
- 288767
- Registered since
- August 28, 2017
- Website
- www.keystone-cap.com
Firm profile
FINTRXOverview
Keystone Capital Markets is organized as a limited liability company that is classified as an investment bank. The entity shows SEC registration dating to 2017 and lists ownership by both a domestic entity and an individual. Publicly available profile fields for client types, fee schedules, and detailed business or advisory activities are sparse; the firm has not supplied substantive descriptions of its operating model or client segmentation. The snapshot data flags several regulatory/status items: Keystone is not identified as a capital allocator, it does not report being an active ESG investor, and it is not listed as a multi-state or newly formed adviser. It also is not shown as a pension consultant or a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 12Edward Smith
OwnerCRD 3143679

David Luvisa
Managing DirectorCRD 1643896

Randy Krauthamer
Managing DirectorCRD 2203908
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Irvine, CA
Orange
Location
Irvine, CA
Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 20 Pacifica
- Time zone
- PT (UTC-8)
- Office locations
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