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| Keystone Financial Services
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|---|---|
| CRD # | 310623 |
| SEC # | 801-119534 |
| CIK # | 0002046033, 0001865158 |
| AUM | 379.2 M (2026-05-27) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 970-744-5408 |
| Address | 4090 Clydesdale Pkwy Loveland, CO 80538 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Alphabet Inc | 3.1 | |
| J P Morgan Chase & Co | 2.6 | |
| iShares Comex Gold Trust | 2.3 | |
| Philip Morris International Inc | 2.2 | |
| Schwab Charles Corp | 2.0 | |
| Priceline Com Inc | 2.0 | |
| Facebook Inc | 2.0 | |
| Microsoft Corp | 1.8 | |
| Amazon Com Inc | 1.6 | |
| Applied Materials Inc /DE | 1.6 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 162 | 69.7 |
| (b) Individuals (high net worth individuals) | 136 | 309.5 |
| (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 | 1,025 | 379.2 |
| By Discretionary | ||
| Discretionary | 1,025 | 379.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,025 | 379.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 379.2 | |
| Total | 1,025 | 379.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001865158] | |
| 13F-HR | [0002046033] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 115 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
The Strategic Financial Alliance Inc
✚
|
GA | 382.0 M |
|
Wolff Wiese Magana LLC
✚
|
CA | 381.8 M |
|
Pecaut & Co
✚
|
IA | 381.8 M |
|
IMS Capital Management LLC
✚
|
OR | 380.9 M |
|
Suncoast Capital Management
✚
|
LA | 380.0 M |
|
Darden Wealth Group Inc
✚
|
MI | 379.6 M |
|
Fairhaven Financial Advisory Corporation
✚
|
MI | 377.6 M |
|
Yeomans Consulting Group Inc
✚
|
GA | 377.1 M |
|
Christy Capital Management Inc
✚
|
GA | 376.3 M |
|
Abbey Street LLC
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|
MN | 375.4 M |