Keystate Advisory, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Las Vegas, NV. Its latest Form ADV filing, dated March 24, 2026, reports $16.6B in regulatory assets under management, 8 employees, 1 office, and 80 accounts.
Assets Under Management
$16.6B
Employees
8
Offices
1 office
Total Clients
80
Primary office
LAS VEGAS, NV
3883 HOWARD HUGHES PKWY, SUITE 500, LAS VEGAS, NV, United States
Top client segmentBanks represent 72.5% of total clients.
Top client categories% of clientsClients
1
Banks
72.5%
58
2
Insurance Cos.
27.5%
22
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$16.6Bas of March 24, 2026
Discretionary68.1%
$11.3B
68% of total RAUM68.1%
Non-discretionary31.9%
$5.3B
32% of total RAUM31.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$16.6B
Total Accounts80
10Y AUM Change+$10.7B (+183.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee10:1
10Y Employee Change+2 (+33.3%)
* 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.