Keystone Financial Group, Inc.
● SEC registered since 2021CRD 129301SEC# 801-121415Atlanta, GA
Reg. AUM
$247.4M
Employees
7
Accounts
630
Location
Atlanta, GA
Keystone Financial Group, Inc. assets under management
Keystone Financial Group, Inc. is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2021. It reports $247.4 million in regulatory assets under management and employs 7 people.
Keystone Financial Group, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Jacob Gilbert | Chief Investment Officer | 25-50% | 2017 |
| Gary Stephen Fortier Control | Secretary/Chief Compliance Officer | 10-25% | 2004 |
| Rhonda Mixon Gilbert Control | President/Ceo | 25-50% | 1999 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Keystone Financial Group, Inc. manage?
Keystone Financial Group, Inc. reports $247.4 million in regulatory assets under management on its Form ADV.
How many employees does Keystone Financial Group, Inc. have?
Keystone Financial Group, Inc. reports 7 employees.
Where is Keystone Financial Group, Inc. located?
Keystone Financial Group, Inc. is based in Atlanta, GA and has been SEC-registered since 2021.
Does Keystone Financial Group, Inc. disclose fund performance?
Keystone Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6849 Peachtree Dunwoody Road, Building A1, Atlanta, GA 30328 |
| Phone | 770-698-9816 |
| Fax | 770-698-9503 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$247.4M▲ 24%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$247.4Mregulatory AUM
Discretionary $247.4M