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LARGE AND GILBERT WEALTH ADVISORY

ATLANTA, GA · CRD 129301 · IAPD ↗ · keystonefg.com · 770-698-9816

$247.4MRegulatory AUM
5Advisory reps
7Employees
19Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
October 2026 — KEYSTONE FINANCIAL GROUP, INC. is now doing business as LARGE AND GILBERT WEALTH ADVISORY.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
42
May 2026 — KEYSTONE FINANCIAL GROUP, INC. notice-filed in AL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2025 — KEYSTONE FINANCIAL GROUP, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
62
March 2024 — KEYSTONE FINANCIAL GROUP, INC. reported RAUM up 35% ($133.2M -> $180.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.