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KEYSTONE FINANCIAL GROUP, LLC
CRD 170201 · SEC 801-79274
527 WELLINGTON WAY, STE 225, LEXINGTON, KY, 40503, United States
Phone
859-317-8316
Fax
859-317-8326
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.34B
Discretionary AUM
$2.32B
Team
49 total employees; 33 advisory reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6138 | $1.11B |
| High net worth individuals | 464 | $1.19B |
| Charitable organizations | 13 | $5.3M |
| Corporations/business entities | 13 | $30.1M |
States served
AL, CA, CO, GA, IL, IN, KS, KY, MD, NJ, NC, OH, PA, SC, TN, VA, WV, VI, WA, TX, FL
All web addresses on file
- HTTPS://WWW.FACEBOOK.COM/KEYSTONE-FINANCIAL-GROUP-412478585480311/?FREF=TS
- https://federalretirement.com
- HTTPS://WWW.JRYOUNGCO.COM
- HTTPS://WWW.ATHESSENTIALS.COM
- HTTPS://WWW.KEYSTONEKY.COM
- HTTPS://WWW.RLBROWNWEALTH.COM/
- https://goalbasedwealth.com/
- https://sealsfinancialplanning.com/
- https://www.sandhillam.com/
Official SEC filing: View on IAPD