Keystate Advisory, LLC
● SEC registered since 2011CRD 156226SEC# 801-72123Las Vegas, NV
Reg. AUM
$16.59B
Employees
8
Accounts
80
Location
Las Vegas, NV
Keystate Advisory, LLC assets under management
Keystate Advisory, LLC operates as an SEC-registered investment adviser based in Las Vegas, NV. The firm has been registered since 2011. It reports $16.6 billion in regulatory assets under management and employs 8 people.
Keystate Advisory, LLC owners & executives
17 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian James Amend Control | Chief Operating Officer | Under 5% | 2025 |
| Gayle Espinosa | Chief Financial Officer | Under 5% | 2025 |
| Ivan Shawn Farris | Senior Vice President | Under 5% | 2011 |
| Joshua Cael Miller Control | Chief Compliance Officer & Ceo | Under 5% | 2011 |
| Keystate Holdings, LLC Control | Managing Member | Over 75% | 2011 |
| Larry Merrell Wood Control | Executive Vice President | Under 5% | 2011 |
| Monte Lynn Miller Control | Executive Chairman | Under 5% | 2011 |
| Susan J. Miller 1996 Irrevocable Trust | Member | Under 5% | 2011 |
| Jcm Ct Holdings, LLC Control | Shareholder | 50-75% | 2021 |
| Jnm Holdings, Inc. Control | Member | Over 75% | 2011 |
See all 17 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Keystate Advisory, LLC manage?
Keystate Advisory, LLC reports $16.6 billion in regulatory assets under management on its Form ADV.
How many employees does Keystate Advisory, LLC have?
Keystate Advisory, LLC reports 8 employees.
Where is Keystate Advisory, LLC located?
Keystate Advisory, LLC is based in Las Vegas, NV and has been SEC-registered since 2011.
Does Keystate Advisory, LLC disclose fund performance?
Keystate Advisory, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3883 Howard Hughes Pkwy, Suite 500, Las Vegas, NV 89169 |
| Phone | 702-598-3738 |
| Fax | 702-446-0466 |
| Office hours | 7 a.m. To 4:30 p.m. Pdt |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$16.59B▼ 9%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 6%
Larger than 94% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$16.59Bregulatory AUM
Discretionary $11.31BNon-discretionary $5.29B