Keystone Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lexington, KY. Its latest Form ADV filing, dated March 17, 2026, reports $2.3B in regulatory assets under management, 49 employees, 8 offices, and 6,628 accounts.
Assets Under Management
$2.3B
Employees
49
Offices
8 offices
Total Clients
6,628
Primary office
LEXINGTON, KY
527 WELLINGTON WAY, STE 225, LEXINGTON, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.6% of total clients.
Top client categories% of clientsClients
1
Individuals
92.6%
6,138
2
HNWI
7.0%
464
3
Charitable
0.2%
13
4
Corporations
0.2%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.3Bas of March 17, 2026
Discretionary99.1%
$2.3B
99% of total RAUM99.1%
Non-discretionary0.9%
$21M
1% of total RAUM0.9%
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.
Total AUM$2.3B
Total Accounts6,628
10Y AUM Change+$2.0B (+673.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees49
Clients per Employee135:1
10Y Employee Change+29 (+145.0%)
* 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.