The Keystone Financial Alliance, LLC
The Keystone Financial Alliance, LLC is an SEC-registered wealth manager in Atlanta, GA with $164.7M assets under management (AUM, regulatory AUM), +7% over one year. See who owns The Keystone Financial Alliance, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 168760, SEC 801-115035, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $164.7M (2026-03-30)
- Firm type
- Wealth Manager
- Location
- Atlanta, GA
- Employees
- 3
- Clients
- 119
- CRD
- 168760
- Ownership
- HENDERSON, BRIAN, BENNETT; HENDERSON, GAINES, MORRIS
How much AUM does The Keystone Financial Alliance, LLC have?
The Keystone Financial Alliance, LLC reported $164.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns The Keystone Financial Alliance, LLC?
Disclosed owners and executives of The Keystone Financial Alliance, LLC include HENDERSON, BRIAN, BENNETT, HENDERSON, GAINES, MORRIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.