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| Keystone Financial Group Inc
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|---|---|
| CRD # | 129301 |
| SEC # | 801-121415 |
| CIK # | 0000806250, 0001815148, 0000924069, 0002053642, 0001729299 |
| AUM | 247.4 M (2026-04-27) |
| Employees | 7 (71% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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) | 210 | 41.5 |
| (b) Individuals (high net worth individuals) | 67 | 192.9 |
| (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 | 6 | 8.6 |
| (h) Charitable organizations | 1 | 2.4 |
| (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 | 4 | 1.2 |
| (n) Other | 1 | 0.8 |
| Total | 630 | 247.4 |
| By Discretionary | ||
| Discretionary | 630 | 247.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 630 | 247.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.4 | |
| Total | 630 | 247.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000806250] | |
| 3 | [0000924069] | |
| 13F-HR | [0001729299] | |
| D | [0001815148] | |
| 13F-HR | [0002053642] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 19 |
| Serves | Institutional, Retail |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Keystone Group LP | |
| EGAIN Corp | |
| Keystone MGP LLC |
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|---|---|---|
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|
Intervest Ltd
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|
Northern Edge Wealth Management LLC
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