# KEYSTONE NATIONAL GROUP, LLC

KEYSTONE NATIONAL GROUP, LLC of SALT LAKE CITY, UT is an SEC-registered investment adviser.

## Registration

- CRD: 142885
- Type: SEC-registered investment adviser
- SEC file number: 801-67537
- Location: 60 E. SOUTH TEMPLE, SALT LAKE CITY, UT, 84111
- Phone: 925-480-6050
- Latest filing: 2026-09-18
- Regulatory AUM: $2.5B
- Discretionary AUM: $2.5B
- Clients: 42
- Accounts: 13

## Business model

- Compensation: % of AUM, Performance
- Clients served: Investment cos

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| [Allen David David](https://search.stillhousedata.com/person/20105) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER (+1 more) | Vancouver, A1 |
| [Matthew Taylor Jackson](https://search.stillhousedata.com/person/592650) | MANAGING PARTNER; MEMBER & MANAGING PARTNER | SALT LAKE CITY, UT |
| [Brandon Reed Nielson](https://search.stillhousedata.com/person/708697) | MANAGING PARTNER & CO-FOUNDER; MEMBER, MANAGING PARTNER & CO-FOUNDER | — |
| [John Troy Beatty](https://search.stillhousedata.com/person/708698) | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL; GENERAL COUNSEL & CHIEF COMPLIANCE OFFICER | — |
| [John Wilson Earl](https://search.stillhousedata.com/person/708699) | MANAGING PARTNER & CO-FOUNDER | — |
| [Bradley David Allen](https://search.stillhousedata.com/person/708700) | CHIEF FINANCIAL OFFICER; DIRECT OWNER; MANAGING PARTNER & CHIEF FINANCIAL OFFICER | — |
| [NIELSON BRANDON REED](https://search.stillhousedata.com/person/743848) | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER, MANAGING PARTNER & CO-FOUNDER; MANAGING PARTNER & CO-FOUNDER | — |
| [SMITH BARRY M](https://search.stillhousedata.com/person/743849) | CHAIRMAN; OWNER | — |
| [EARL JOHN WILSON](https://search.stillhousedata.com/person/743850) | CEO, MANAGING MEMBER; MANAGING PARTNER & CO-FOUNDER | — |
| [WIDMANN ROGER MAURICE](https://search.stillhousedata.com/person/771391) | CHAIRMAN | — |
| [WALBOM LYNETTE BASHAWN](https://search.stillhousedata.com/person/786457) | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICER | — |
| [BEATTY JOHN TROY](https://search.stillhousedata.com/person/845453) | CHIEF COMPLIANCE OFFICER & GENERAL COUNSEL | — |
| [JACKSON MATTHEW TAYLOR](https://search.stillhousedata.com/person/875276) | MANAGING PARTNER | — |
| [WINSTON WALTMAN STERLING](https://search.stillhousedata.com/person/876853) | CHIEF COMPLIANCE OFFICER | — |
| [WALTMAN WINSTON STERLING](https://search.stillhousedata.com/person/878756) | CHIEF COMPLIANCE OFFICER | — |
| [Taressa Earl](https://search.stillhousedata.com/person/999549) | TRUSTEE | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/142885/brochure
- Similar advisers: https://search.stillhousedata.com/firm/142885/similar
- Related entities: https://search.stillhousedata.com/firm/142885/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/142885

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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.