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| Keystone Financial Planning Inc
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| CRD # | 104640 |
| SEC # | 801-30218 |
| CIK # | 0001596906 |
| AUM | 406.9 M (2026-02-27) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 440-234-6323 |
| Address | 1991 Crocker Road Westlake, OH 44145 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001596906 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| US Bancorp de | 13.7 | ||
| Chevron Corp | 13.6 | ||
| Bank of Nova Scotia | 11.9 | ||
| GlaxoSmithKline PLC | 10.3 | ||
| British American Tobacco PLC | 10.2 | ||
| Microsoft Corp | 10.0 | ||
| Verizon Communications Inc | 9.9 | ||
| Medtronic Holdings Ltd | 9.9 | ||
| Unilever PLC | 9.7 | ||
| CME Group Inc | 9.6 | ||
| Bristol Myers Squibb Co | 9.0 | ||
| Price T Rowe Group Inc | 7.6 | ||
| Altria Group Inc | 7.6 | ||
| Pfizer Inc | 5.8 | ||
| United Parcel Service Inc | 4.8 | ||
| Philip Morris International Inc | 4.6 | ||
| Franklin Resources Inc | 3.5 | ||
| Coca Cola Co | 2.9 | ||
| Genuine Parts Co | 2.4 | ||
| International Business Machines Corp | 2.4 | ||
| McDonalds Corp | 1.6 | ||
| Pinnacle West Capital Corp | 1.5 | ||
| AT&T Inc | 1.4 | ||
| Procter & Gamble Co | 1.3 | ||
| Sanofi | 0.9 | ||
| Lockheed Martin Corp | 0.9 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 43 | 17.2 |
| (b) Individuals (high net worth individuals) | 74 | 389.7 |
| (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 | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 448 | 406.9 |
| By Discretionary | ||
| Discretionary | 448 | 406.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 448 | 406.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.2 | |
| United States Persons | 403.8 | |
| Total | 448 | 406.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001596906] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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