The Keystone Financial Alliance, LLC
● SEC registered since 2019CRD 168760SEC# 801-115035Atlanta, GA
Reg. AUM
$164.7M
Employees
3
Accounts
445
Location
Atlanta, GA
The Keystone Financial Alliance, LLC assets under management
The Keystone Financial Alliance, LLC is an SEC-registered investment adviser based in Atlanta, GA. The firm has been registered since 2019. It reports $164.7 million in regulatory assets under management and employs 3 people.
The Keystone Financial Alliance, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Bennett Henderson Control | Ceo/Cco | Over 75% | 2013 |
Frequently asked questions
How much does The Keystone Financial Alliance, LLC manage?
The Keystone Financial Alliance, LLC reports $164.7 million in regulatory assets under management on its Form ADV.
How many employees does The Keystone Financial Alliance, LLC have?
The Keystone Financial Alliance, LLC reports 3 employees.
Where is The Keystone Financial Alliance, LLC located?
The Keystone Financial Alliance, LLC is based in Atlanta, GA and has been SEC-registered since 2019.
Does The Keystone Financial Alliance, LLC disclose fund performance?
The Keystone Financial Alliance, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 3350 Riverwood Parkway, Suite #2200, Atlanta, GA 30339 |
| Phone | 404-260-0710 |
| Office hours | 9:00a.m. - 5:00p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$164.7M▲ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$164.7Mregulatory AUM
Discretionary $162.3MNon-discretionary $2.4M