Keystone Financial Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Omaha, NE. Its latest Form ADV filing, dated April 27, 2026, reports $240M in regulatory assets under management, 11 employees, and 1,695 accounts.
Assets Under Management
$240M
Employees
11
Offices
--
Total Clients
1,043
Primary office
OMAHA, NE
9802 NICHOLAS STREET, SUITE 315A, OMAHA, NE, United States
Top client segmentIndividuals represent 95.7% of total clients.
Top client categories% of clientsClients
1
Individuals
95.7%
998
2
HNWI
2.9%
30
3
Corporations
1.4%
15
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$240Mas of April 27, 2026
Discretionary100.0%
$240M
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.
Total AUM$240M
Total Accounts1,695
10Y AUM Change+$133M (+124.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee95:1
10Y Employee Change+5 (+83.3%)
* 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.