Keystone Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated April 27, 2026, reports $247M in regulatory assets under management, 7 employees, and 630 accounts.
Assets Under Management
$247M
Employees
7
Offices
--
Total Clients
289
Primary office
ATLANTA, GA
6849 PEACHTREE DUNWOODY ROAD, BUILDING A1, ATLANTA, GA, United States
Top client segmentIndividuals represent 72.7% of total clients.
Top client categories% of clientsClients
1
Individuals
72.7%
210
2
HNWI
23.2%
67
3
Pension Plans
2.1%
6
4
Corporations
1.4%
4
5
Charitable
0.3%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$247Mas of April 27, 2026
Discretionary100.0%
$247M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$247M
Total Accounts630
10Y AUM Change+$136M (+121.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee41:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.