KEYSTONE FINANCIAL GROUP, INC.

RIASEC RegisteredEst. 2021

Total AUM

$247M

Discretionary

$247M

100% of AUM

Avg account

$393K

Accounts

630

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 129301
Registered since: June 4, 2021
Website: kfgwi.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.96%
Individuals16.77%
Pension & Profit Sharing Plans3.46%
Charitable Organizations0.99%
Corporations / Businesses0.49%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Keystone Financial Group, Inc. is an independent, SEC-registered registered investment adviser that operates as a corporation and is owned by an individual. The firm serves both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, and pension consulting services. Keystone also functions as an insurance broker and charges clients via a mix of percentage-of-AUM fees, hourly fees, and fixed fees. The firm is not an active ESG investor. Keystone registered with the SEC in 2021 and positions itself as a traditional advisor focused on discretionary portfolio management alongside financial planning and insurance distribution rather than as a capital allocator or multi-state advisory network.