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| Keystone Financial Services LLC
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|---|---|
| CRD # | 308397 |
| SEC # | 801-120787 |
| CIK # | 0002046033, 0001865158 |
| AUM | 240.3 M (2026-04-27) |
| Employees | 11 (64% Investors, 55% Brokers) |
| Fees | |
| Minimum | |
| Phone | 402-392-1212 |
| Address | 9802 Nicholas Street Omaha, NE 68114 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| 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) | 998 | 177.5 |
| (b) Individuals (high net worth individuals) | 30 | 51.3 |
| (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 | 2.0 |
| (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 | 15 | 9.6 |
| (n) Other | 0 | 0.0 |
| Total | 1,695 | 240.3 |
| By Discretionary | ||
| Discretionary | 1,695 | 240.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,695 | 240.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 240.3 | |
| Total | 1,695 | 240.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001865158] | |
| 13F-HR | [0002046033] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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|---|---|---|
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