KEYSTONE FINANCIAL GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,338,235,877
Discretionary
$2,317,045,915
Non-discretionary
$21,189,962
Firm details
- CRD number
- 170201
- SEC file number
- 801-79274
- Main office
- LEXINGTON, KY, United States
- Employees
- 49
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.