SEC Form ADV

KEYSTONE FINANCIAL GROUP, LLC

Registered Investment AdviserKY
$2.3B
Assets Under Management
49
Employees
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Registration Details

Accession
crd-170201
Location
LEXINGTON, KY
Filing Date
September 29, 2026
AUM
$2.3B
Institutional Clients
13
Employees
49
Amendment
No

Client Types

IndividualsHNW IndividualsCharitable OrganizationsCorporations

About this Adviser

KEYSTONE FINANCIAL GROUP, LLC is a registered investment adviser headquartered in LEXINGTON, KY, managing approximately $2.3B in assets. This data is sourced from the SEC's EDGAR database via Form ADV.