|
⚲
|
| Keystone Financial Group Inc
✚
| |
|---|---|
| CRD # | 129301 |
| SEC # | 801-121415 |
| CIK # | 0000806250, 0000924069, 0001815148, 0001729299 |
| AUM | $180.2 MM (2024-02-05) |
| Employees | 6 (67% Investors, 0% Brokers) |
| Phone | 770-698-9816 |
| Address | 6849 Peachtree Dunwoody Road Atlanta, GA 30328 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 160 | 23.7 |
| (b) Individuals (high net worth individuals) | 60 | 143.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 7.5 |
| (h) Charitable organizations | 1 | 1.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 3.1 |
| (n) Other | 1 | 0.6 |
| Total | 493 | 180.2 |
| By Discretionary | ||
| Discretionary | 488 | 180.0 |
| Non-Discretionary | 5 | 0.2 |
| Total | 493 | 180.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 180.2 | |
| Total | 493 | 180.2 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000806250] | |
| 3 | [0000924069] | |
| 13F-HR | [0001729299] | |
| D | [0001815148] |
| Form 3/4/5 Subject | 2011 - 2024 |
|---|---|
| Keystone Group LP | |
| EGAIN Corp | |
| Keystone MGP, LLC |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Castle Wealth Planning LLC
✚
|
CA | 0.2 |
|
Powell Financial Inc
✚
|
NC | 0.2 |
|
Wisdom Index Advisors LLC
✚
|
TX | 0.2 |
|
Bush Investment Group LLC
✚
|
GA | 0.2 |
|
Sterling Investment Advisors LLC
✚
|
MO | 0.2 |
|
Wealth Management Corporation of America Inc
✚
|
FL | 0.2 |
|
Richardson Financial Services Inc
✚
|
MA | 0.2 |
|
Wealthtrust Asset Management LLC
✚
|
FL | 0.2 |
|
Union Capital Company
✚
|
AZ | 0.2 |
|
Fisher Financial Advisors LLC
✚
|
NH | 0.2 |