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| Happy Holidays!! thanks for using AUM13F!! |
| Keystone Financial Group Inc
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|---|---|
| CRD # | 129301 |
| SEC # | 801-121415 |
| CIK # | 0002053642, 0001729299, 0000806250, 0001815148, 0000924069 |
| AUM | $199.6 M (2025-07-22) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 770-698-9816 |
| Address | 6849 Peachtree Dunwoody Road Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 185 | 31.9 |
| (b) Individuals (high net worth individuals) | 64 | 154.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 9.2 |
| (h) Charitable organizations | 1 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 1.8 |
| (n) Other | 1 | 0.7 |
| Total | 572 | 199.6 |
| By Discretionary | ||
| Discretionary | 567 | 199.4 |
| Non-Discretionary | 5 | 0.2 |
| Total | 572 | 199.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.6 | |
| Total | 572 | 199.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000806250] | |
| 3 | [0000924069] | |
| 13F-HR | [0001729299] | |
| D | [0001815148] | |
| 13F-HR | [0002053642] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| EGAIN Corp | |
| Keystone MGP, LLC | |
| Keystone Group LP |
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