Keystone Financial Group, Inc.

Overview

Keystone Financial Group, Inc. is an independent registered investment adviser and corporate entity primarily serving individuals, families and institutional clients. Founded as an SEC-registered adviser in 2021 and owned by an individual, the firm combines financial planning and portfolio management for both personal and business/institutional clients with insurance brokerage services. Its advisory work spans financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Keystone lists an accountant among its industry affiliations and does not position itself as an ESG-focused or multi-state adviser. Keystone charges a mix of fee structures that include a percentage of assets under management, hourly fees and fixed fees. The firm is not classified as a capital allocator; it relies on external managers when accessing alternative investment strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives