# KEYSTONE FINANCIAL GROUP, INC.

KEYSTONE FINANCIAL GROUP, INC. of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 129301
- Type: SEC-registered investment adviser
- SEC file number: 801-121415
- Location: 6849 PEACHTREE DUNWOODY ROAD, BUILDING A1, ATLANTA, GA, 30328
- Phone: 770-698-9816
- Latest filing: 2026-04-27
- Regulatory AUM: $247.4M
- Discretionary AUM: $247.4M
- Clients: 7
- Accounts: 630

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Rhonda Mixon Gilbert | PRESIDENT/CEO | — |
| Thomas King Savage | CFO/TREASURER | — |
| Gary Stephen Fortier | SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| Andrew Jacob Gilbert | CHIEF INVESTMENT OFFICER | — |
| Ryan Patrick Mccafferty | PARTNER | — |
| FORTIER GARY STEPHEN | SECRETARY; SECRETARY/CHIEF COMPLIANCE OFFICER | — |
| GILBERT RHONDA MIXON | PRESIDENT/CEO | — |
| SAVAGE THOMAS KING | CFO/TREASURER | — |
| BENZ ARTHUR ALDEN | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| GILBERT ANDREW JACOB | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/129301/brochure
- Similar advisers: https://search.stillhousedata.com/firm/129301/similar
- Related entities: https://search.stillhousedata.com/firm/129301/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/129301

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.