The Keystone Financial Alliance, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 30, 2026, reports $165M in regulatory assets under management, 3 employees, and 445 accounts.
Assets Under Management
$165M
Employees
3
Offices
--
Total Clients
119
Primary office
ATLANTA, GA
3350 RIVERWOOD PARKWAY, SUITE #2200, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.0% of total clients.
Top client categories% of clientsClients
1
HNWI
63.0%
75
2
Individuals
37.0%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$165Mas of March 30, 2026
Discretionary98.6%
$162M
99% of total RAUM98.6%
Non-discretionary1.4%
$2M
1% of total RAUM1.4%
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.
Total AUM$165M
Total Accounts445
10Y AUM Change+$57M (+52.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee40:1
10Y Employee Change-1 (-25.0%)
* 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.