|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Keystone Financial Group LLC
✚
|
|
|---|---|
| CRD # | 170201 |
| SEC # | 801-79274 |
| CIK # | 0002053642, 0001729299, 0000806250, 0001815148, 0000924069 |
| AUM | $1.9 B (2025-04-14) |
| Employees | 44 (73% Investors, 66% Brokers) |
| Phone | 859-317-8316 |
| Address | 527 Wellington Way, Ste 225 Lexington, KY 40503 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 6,153 | 969.0 |
| (b) Individuals (high net worth individuals) | 327 | 862.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 13 | 5.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 21.3 |
| (n) Other | 0 | 0.0 |
| Total | 6,153 | 1,858.9 |
| By Discretionary | ||
| Discretionary | 6,059 | 1,841.1 |
| Non-Discretionary | 94 | 17.8 |
| Total | 6,153 | 1,858.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,858.9 | |
| Total | 6,153 | 1,858.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000806250] | |
| 3 | [0000924069] | |
| 13F-HR | [0001729299] | |
| D | [0001815148] | |
| 13F-HR | [0002053642] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| EGAIN Corp | |
| Keystone MGP, LLC | |
| Keystone Group LP |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
LBMC Investment Advisors LLC
✚
|
TN | 2.0 |
|
Traphagen Investment Advisors LLC
✚
|
NJ | 1.9 |
|
Capwealth Advisors LLC
✚
|
TN | 1.9 |
|
Safford Nicholas H & Co Inc
✚
|
MA | 1.9 |
|
Minot Deblois Advisors LLC
✚
|
MA | 1.8 |
|
Trumbower Financial Advisors LLC
✚
|
MD | 1.8 |
|
Avalor Investment AG
✚
|
1.8 | |
|
Unison Advisors LLC
✚
|
RI | 1.8 |
|
Terry McDaniel & Company
✚
|
TX | 1.8 |
|
Adell Harriman & Carpenter Inc
✚
|
TX | 1.8 |