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| Keystone Financial Planning Inc
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|
|---|---|
| CRD # | 104640 |
| SEC # | 801-30218 |
| CIK # | 0001596906 |
| AUM | $342.9 MM (2023-03-24) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 440-234-6323 |
| Address | 7261 Engle Road 308 Middleburg Heights, OH 44130 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001596906 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Verizon Communications Inc | 211,914.0 | 8.9 | |
| Pfizer Inc | 284,248.0 | 8.9 | |
| Unilever PLC | 115,645.2 | 8.6 | |
| Philip Morris International Inc | 158,793.3 | 8.3 | |
| Microsoft Corp | 1,918,222.4 | 8.3 | |
| United Parcel Service Inc | 157,208.0 | 8.2 | |
| Public Service Enterprise Group Inc | 31,268.6 | 7.9 | |
| 3M Co | 74,165.4 | 7.4 | |
| Amgen Inc | 130,083.0 | 7.4 | |
| International Business Machines Corp | 127,593.9 | 7.3 | |
| American Electric Power Co Inc | 48,827.8 | 7.3 | |
| Pinnacle West Capital Corp | 8,267.2 | 7.1 | |
| Price T Rowe Group Inc | 26,791.5 | 7.0 | |
| British American Tobacco PLC | 99,730.8 | 6.3 | |
| Exxon Mobil Corp | 385,508.3 | 5.5 | |
| AT&T Inc | 147,547.0 | 5.5 | |
| Altria Group Inc | 78,198.0 | 5.1 | |
| Chevron Corp | 294,604.1 | 4.4 | |
| Genuine Parts Co | 19,179.1 | 4.0 | |
| Qualcomm Inc/DE | 147,392.0 | 3.6 | |
| Franklin Resources Inc | 12,338.1 | 3.1 | |
| Cisco Systems Inc | 178,309.9 | 2.9 | |
| McDonalds Corp | 179,584.2 | 2.6 | |
| Coca Cola Co | 269,985.6 | 2.3 | |
| US Bancorp de | 69,666.4 | 2.1 | |
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| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 17.3 |
| (b) Individuals (high net worth individuals) | 73 | 325.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 417 | 342.9 |
| By Discretionary | ||
| Discretionary | 417 | 342.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 417 | 342.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 340.3 | |
| Total | 417 | 342.9 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001596906] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Fidelis Capital Partners LLC
✚
|
FL | 0.3 |
|
Carsonallaria Wealth Management Ltd
✚
|
IL | 0.3 |
|
Marks Wealth LLC
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|
MD | 0.3 |
|
Legacy Wealth Planning LLC
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|
NV | 0.3 |
|
Meridiana MFO LLC
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|
FL | 0.3 |
|
Strathmore Capital Advisors Inc
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|
NC | 0.3 |
|
Rosenblum Silverman Sutton SF Inc
✚
|
CA | 0.3 |
|
Benchmark Wealth Management LLC
✚
|
CT | 0.3 |
|
Affiliated Financial Advisors Inc
✚
|
WI | 0.3 |
|
Empower Financial Advisory LLC
✚
|
CT | 0.3 |