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KEYSTONE CAPITAL

CHICAGO, IL · CRD 314798 · IAPD ↗ · keystonecapital.com · 312-219-7900

$1.55BRegulatory AUM
28Advisory reps
32Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

59
April 2025 — KEYSTONE CAPITAL grew from 20 to 24 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — KEYSTONE CAPITAL crossed $1B in regulatory AUM ($485.8M -> $1.16B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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