Keystone Financial Group, Inc.
Keystone Financial Group, Inc. is an SEC-registered mass-market adviser in Atlanta, GA with $247.4M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Keystone Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129301, SEC 801-121415, data through 2026-04-27.
- AUM (assets under management / regulatory AUM)
- $247.4M (2026-04-27)
- Firm type
- Mass-Market Adviser
- Location
- Atlanta, GA
- Employees
- 7
- Clients
- 289
- CRD
- 129301
- Ownership
- GILBERT, RHONDA, MIXON; SAVAGE, THOMAS, KING; BENZ, ARTHUR, ALDEN; FORTIER, GARY, STEPHEN; GILBERT, ANDREW, JACOB
How much AUM does Keystone Financial Group, Inc. have?
Keystone Financial Group, Inc. reported $247.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-27).
Who owns Keystone Financial Group, Inc.?
Disclosed owners and executives of Keystone Financial Group, Inc. include GILBERT, RHONDA, MIXON, SAVAGE, THOMAS, KING, BENZ, ARTHUR, ALDEN, FORTIER, GARY, STEPHEN, GILBERT, ANDREW, JACOB. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.