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KEYSTONE FINANCIAL GROUP, LLC

LEXINGTON, KY · CRD 170201 · IAPD ↗ · 859-317-8316

$2.34BRegulatory AUM
33Advisory reps
49Employees
0Clients
More than 500Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — KEYSTONE FINANCIAL GROUP, LLC reported RAUM up 26% ($1.86B -> $2.34B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
April 2025 — KEYSTONE FINANCIAL GROUP, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2024 — KEYSTONE FINANCIAL GROUP, LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
November 2024 — KEYSTONE FINANCIAL GROUP, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
49
April 2024 — KEYSTONE FINANCIAL GROUP, LLC notice-filed in LA, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
75
April 2024 — KEYSTONE FINANCIAL GROUP, LLC grew from 28 to 33 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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