Keystone Financial Group, LLC
● SEC registered since 2014CRD 170201SEC# 801-79274Lexington, KY
Reg. AUM
$2.34B
Employees
49
Accounts
6,628
Location
Lexington, KY
Keystone Financial Group, LLC assets under management
Keystone Financial Group, LLC is an investment advisory firm registered with the SEC based in Lexington, KY. The firm has been registered since 2014. It reports $2.3 billion in regulatory assets under management and employs 49 people.
Keystone Financial Group, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael William Kretz Control | Partner | 50-75% | 2013 |
| Tobin Ray Jenkins Control | Partner And Chief Compliance Officer | 50-75% | 2013 |
Frequently asked questions
How much does Keystone Financial Group, LLC manage?
Keystone Financial Group, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.
How many employees does Keystone Financial Group, LLC have?
Keystone Financial Group, LLC reports 49 employees.
Where is Keystone Financial Group, LLC located?
Keystone Financial Group, LLC is based in Lexington, KY and has been SEC-registered since 2014.
Does Keystone Financial Group, LLC disclose fund performance?
Keystone Financial Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 527 Wellington Way, Ste 225, Lexington, KY 40503 |
| Phone | 859-317-8316 |
| Fax | 859-317-8326 |
| Office hours | 8:00 To 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.34B▲ 26%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$2.34Bregulatory AUM
Discretionary $2.32BNon-discretionary $21.2M