Keystone Financial Group, LLC
Firm details
- Headquarters
- Lexington, Kentucky
- CRD number
- 170201
- Registered since
- February 26, 2014
- Website
- www.keystoneky.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI50.93%
- Individuals47.55%
- Corporations / Businesses1.29%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Keystone Financial Group, LLC is an independent registered investment adviser that provides planning and portfolio management to individuals, families and select institutional clients. The firm is SEC-registered (registration year: 2014) and bills clients using a combination of asset-based fees, hourly charges and fixed fees. Core advisory services include financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. Keystone received a Citywire mention in 2020 as one of "50 Growers Across America."
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities65%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents6%
- Other3%
- State & Local Bonds1%
Contacts
3 of 34Eddie Cox
Registered RepresentativeCRD 4314423
James Young Ii
Financial AdvisorCRD 4337655
Michael Kretz
Co-FounderCRD 4440636
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 361Active vs passive
$1.2B in ETFs
67%
$833M
17%
$414M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $80.5M | 107,838 | 6.46% |
Location
Lexington, KY
Fayette
Location
Lexington, KY
Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.
- Metro area
- Lexington-Fayette--Richmond--Frankfort, KY
- Region
- South
- County
- Fayette
- Address
- 527 Wellington Way
- Time zone
- CT (UTC-6)
- Office locations
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