|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Keystone Financial Planning Inc
✚
|
|
|---|---|
| CRD # | 104640 |
| SEC # | 801-30218 |
| CIK # | 0001596906 |
| AUM | $377.5 M (2025-03-07) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 440-234-6323 |
| Address | 1991 Crocker Road Westlake, OH 44145 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001596906 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 13.4 | ||
| Verizon Communications Inc | 10.6 | ||
| US Bancorp de | 10.4 | ||
| GlaxoSmithKline PLC | 8.8 | ||
| Toronto Dominion Bank | 8.7 | ||
| British American Tobacco PLC | 8.1 | ||
| Bank of Nova Scotia | 7.7 | ||
| Bristol Myers Squibb Co | 7.5 | ||
| Price T Rowe Group Inc | 6.8 | ||
| Altria Group Inc | 6.4 | ||
| Pfizer Inc | 6.2 | ||
| Exxon Mobil Corp | 5.3 | ||
| United Parcel Service Inc | 4.8 | ||
| Philip Morris International Inc | 4.7 | ||
| Qualcomm Inc/DE | 4.2 | ||
| Chevron Corp | 3.5 | ||
| Cisco Systems Inc | 3.5 | ||
| Coca Cola Co | 2.6 | ||
| Genuine Parts Co | 2.6 | ||
| International Business Machines Corp | 2.5 | ||
| Franklin Resources Inc | 2.5 | ||
| McDonalds Corp | 2.5 | ||
| Haleon PLC | 2.3 | ||
| AT&T Inc | 2.2 | ||
| Johnson & Johnson | 1.5 | ||
| Procter & Gamble Co | 1.4 | ||
| Solventum Corp | 1.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 45 | 17.0 |
| (b) Individuals (high net worth individuals) | 74 | 360.4 |
| (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 | 435 | 377.5 |
| By Discretionary | ||
| Discretionary | 435 | 377.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 435 | 377.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.8 | |
| United States Persons | 374.6 | |
| Total | 435 | 377.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001596906] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Boltwood Capital Management
✚
|
CA | 0.4 |
|
Triton Wealth Management PLLC
✚
|
AZ | 0.4 |
|
Hunter Keith Industries Inc
✚
|
MN | 0.4 |
|
Wealthspan Partners LLC
✚
|
IA | 0.4 |
|
McCarthy Asset Management Inc
✚
|
CA | 0.4 |
|
Davis Investment Partners LLC
✚
|
NC | 0.4 |
|
RPS Advisory Solutions LLC
✚
|
KY | 0.4 |
|
Threadgill Financial LLC
✚
|
TX | 0.4 |
|
AZ Apice Capital Management LLC
✚
|
FL | 0.4 |
|
Fifth Force Management LLC
✚
|
TX | 0.4 |