Keystone Financial Services is an SEC registered investment adviser organized as a limited liability company with a primary office location in Loveland, CO. Its latest Form ADV filing, dated March 30, 2026, reports $379M in regulatory assets under management, 4 employees, 1 office, and 1,025 accounts.
Assets Under Management
$379M
Employees
4
Offices
1 office
Total Clients
298
Primary office
LOVELAND, CO
4090 CLYDESDALE PKWY, SUITE 201, LOVELAND, CO, United States
Top client segmentIndividuals represent 54.4% of total clients.
Top client categories% of clientsClients
1
Individuals
54.4%
162
2
HNWI
45.6%
136
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$379Mas of March 30, 2026
Discretionary100.0%
$379M
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$379M
Total Accounts1,025
10Y AUM Change+$379M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee75:1
10Y Employee Change+1 (+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.