Keystone Financial Group LLC

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Assets, Funds, Holdings

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CAFR Data
Keystone Financial Group LLC
CRD #170201
SEC #801-79274
CIK #
AUM $899.6 MM (99% Disc, 100% US, 2020-03-04)
Employees39 (69% Investors, 62% Brokers)
Phone859-317-8316
Address527 Wellington Way, Ste 225
Lexington, KY 40503
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
90072054036018002010201320172021
Sector Issuer Cap ($MM) Value ($MM)
CFO 12.8
AAPL 1,372,810.0 10.8
SPY 7.7
CDC 5.4
VTV 5.2
ACWV 5.0
USMV 4.7
FTSM 3.9
FVC 3.6
NEAR 3.3
View All
Holdings by Sector ($)
0.30.20.20.10.10.02016201720182020
Comparable Firms State AUM ($BB)
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Stash Investments LLC
NY 0.9
The Retirement Planning Group Inc
KS 0.9
Baltimore-Washington Financial Advisors Inc
MD 0.9
Filbrandt Investment Advisers Incorporated
WI 0.9
Asset Planning Services Ltd
PA 0.9
MGO Investment Advisors Inc
OH 0.8
Sigfig Wealth Management LLC
CA 0.8
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