Firm profile

Keystone Financial Resources, LLC

BRENTWOOD, TNCRD 341495Registration Status: ApprovedEffective since June 4, 2026SEC # 801-136428Latest ADV September 16, 2026

Keystone Financial Resources, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Brentwood, TN. Its latest Form ADV filing, dated September 16, 2026, reports $179M in regulatory assets under management, 4 employees, 1 office, and 348 accounts.

Assets Under Management
$179M
Employees
4
Offices
1 office
Total Clients
—

Associated firm names

3 names listed
  • HER TIME TO RETIRE
  • KEYSTONE WEALTH ALLIANCE, LLC
  • KEYSTONE FINANCIAL RESOURCES, LLC

Leadership

4 roles identified
CEOWilliam J. Scott
CCODillon B. Woodruff
COONoah J. Scott

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges

Offices & Contact

Primary office

BRENTWOOD, Tennessee, United States

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Primary office regionOther reported regions

Shading shows states and countries with reported offices. Cities are listed below; shading does not indicate service coverage.

Tennessee

BRENTWOODPrimary office

1 office records listed · 1 total offices reported. Counts can use different reporting dates. SEC filers may list only their largest 25 additional offices.

Contact and digital presence

ADV profile links

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$179Mas of September 16, 2026
Discretionary100.0%
$179M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Client Coverage Demographics

No client category data available

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$179M
Total Accounts348
10Y AUM Change+$179M

Private Funds

Private funds reported by Keystone Financial Resources, LLC

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Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee—
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.


Ownership

Reported direct and indirect ownership ranges

Each range applies to a separate reported relationship and should not be added together.

Reported ownership ranges

Highlighted bands show the percentage range reported in Form ADV.

0%25%50%75%100%
KEYSTONE VENTURE HOLDINGS LLCDirect owner · Schedule AInterest in KEYSTONE FINANCIAL RESOURCES, LLC
75%+
WILLIAM JONATHAN SCOTTIndirect owner · Schedule BInterest in KEYSTONE VENTURE HOLDINGS LLC
25% to < 50%
GLENN RAY PRICEIndirect owner · Schedule BInterest in KEYSTONE VENTURE HOLDINGS LLC
25% to < 50%

Bars represent the reported range at that individual ownership step, not an estimated percentage of the advisory firm. Indirect relationships may refer to intermediate entities rather than directly to Keystone Financial Resources, LLC.

Reported ownership and control details

Form ADV · Filing date 2026-09-16 · Schedules A and B

7 entries
#Owner / person & roleInterest in entityReported interestControl personTitle / status acquiredSource
1KEYSTONE VENTURE HOLDINGS LLCMANAGING MEMBERDomestic entityKEYSTONE FINANCIAL RESOURCES, LLC75% or moreCode EYesMANAGING MEMBER03/2026Schedule APDF page 19
2Dillon Blake WoodruffCHIEF COMPLIANCE OFFICERIndividualKEYSTONE FINANCIAL RESOURCES, LLCLess than 5%Code NAYesCHIEF COMPLIANCE OFFICER03/2026Schedule APDF page 19
3WILLIAM JONATHAN SCOTTCHIEF EXECUTIVE OFFICERIndividualKEYSTONE FINANCIAL RESOURCES, LLCLess than 5%Code NAYesCHIEF EXECUTIVE OFFICER03/2026Schedule APDF page 19
4GLENN RAY PRICECHIEF INVESTMENT OFFICERIndividualKEYSTONE FINANCIAL RESOURCES, LLCLess than 5%Code NAYesCHIEF INVESTMENT OFFICER03/2026Schedule APDF page 19
5Noah J ScottCHIEF OPERATING OFFICERIndividualKEYSTONE FINANCIAL RESOURCES, LLCLess than 5%Code NAYesCHIEF OPERATING OFFICER03/2026Schedule APDF page 19
6WILLIAM JONATHAN SCOTTMANAGING MEMBERIndividualKEYSTONE VENTURE HOLDINGS LLC25% to less than 50%Code CYesMANAGING MEMBER03/2026Schedule BPDF page 19
7GLENN RAY PRICEMANAGING MEMBERIndividualKEYSTONE VENTURE HOLDINGS LLC25% to less than 50%Code CYesMANAGING MEMBER03/2026Schedule BPDF page 19

Less than 5% may include zero. Code F identifies a role without specifying a percentage. Reported interests may overlap and may not include every owner. Total indirect ownership is not calculated.

Compliance & Disclosures

Responses were selected by the RIA in its filing. Questions are shortened for readability; “you” refers to the reporting firm, and some questions also cover advisory affiliates.

Item 11 responses have not been pulled yet for this RIA.

RIA or supervised-person involvementThe RIA’s response about whether these events involve the firm or its supervised persons is unavailable.RIA responseUnavailable
AFelonies2 Unavailable

In the past ten years, have you or any advisory affiliate:

  • A1Been convicted of or pleaded guilty or no contest to a felony?Unavailable
  • A2Been charged with a felony?Unavailable
BMisdemeanors2 Unavailable

In the past ten years, have you or any advisory affiliate:

  • B1Been convicted of or pleaded guilty or no contest to a misdemeanor involving investments, an investment-related business, fraud, false statements or omissions, wrongful taking of property, bribery, perjury, forgery, counterfeiting, or extortion?Unavailable
  • B2Been charged with a misdemeanor of the kind listed above?Unavailable
CSEC or CFTC actions5 Unavailable

Has the SEC or CFTC ever:

  • C1Found you or an advisory affiliate made a false statement or omission?Unavailable
  • C2Found you or an advisory affiliate violated SEC or CFTC regulations or statutes?Unavailable
  • C3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
  • C4Entered an order against you or an advisory affiliate in connection with investment-related activity?Unavailable
  • C5Imposed a civil money penalty on you or an advisory affiliate, or ordered you or an advisory affiliate to cease and desist from any activity?Unavailable
DOther regulatory actions5 Unavailable

Has any other federal regulatory agency, state regulatory agency, or foreign financial regulatory authority ever:

  • D1Found you or an advisory affiliate made a false statement or omission, or was dishonest, unfair, or unethical?Unavailable
  • D2Found you or an advisory affiliate violated investment-related regulations or statutes?Unavailable
  • D3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
  • D4In the past ten years, entered an order against you or an advisory affiliate in connection with investment-related activity?Unavailable
  • D5Denied, suspended, or revoked your or an advisory affiliate’s registration or license, or otherwise prevented association with an investment-related business or restricted activities?Unavailable
ESelf-regulatory organization actions4 Unavailable

Has a self-regulatory organization or commodities exchange ever:

  • E1Found you or an advisory affiliate made a false statement or omission?Unavailable
  • E2Found you or an advisory affiliate violated its rules, other than a violation designated as a minor rule violation under an SEC-approved plan?Unavailable
  • E3Found you or an advisory affiliate caused an investment-related business to have its authorization to do business denied, suspended, revoked, or restricted?Unavailable
  • E4Disciplined you or an advisory affiliate by expulsion, suspension, barring association with other members, or otherwise restricting activities?Unavailable
FProfessional authorizations1 Unavailable
  • FHas an authorization to act as an attorney, accountant, or federal contractor granted to you or an advisory affiliate ever been revoked or suspended?Unavailable
GPending regulatory proceedings1 Unavailable
  • GAre you or any advisory affiliate now the subject of a regulatory proceeding that could result in a “Yes” answer to any part of C, D, or E?Unavailable
HCivil judicial actions and proceedings4 Unavailable

(1) Court actions

Has a domestic or foreign court:

  • H(1)(a)In the past ten years, enjoined you or an advisory affiliate in connection with investment-related activity?Unavailable
  • H(1)(b)Found that you or an advisory affiliate violated investment-related statutes or regulations?Unavailable
  • H(1)(c)Dismissed, pursuant to a settlement agreement, an investment-related civil action brought against you or an advisory affiliate by a state or foreign financial regulatory authority?Unavailable

(2) Pending civil proceedings

  • H(2)Are you or any advisory affiliate now the subject of a civil proceeding that could result in a “Yes” answer to any part of H(1)?Unavailable

* 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.