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THE KEYSTONE FINANCIAL ALLIANCE, LLC

ATLANTA, GA · CRD 168760 · IAPD ↗ · mykfa.com · 404-260-0710

$164.7MRegulatory AUM
1Advisory reps
3Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — THE KEYSTONE FINANCIAL ALLIANCE, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
58
March 2024 — THE KEYSTONE FINANCIAL ALLIANCE, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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