KEYSTONE ADVISORY GROUP

KEYSTONE ADVISORY GROUP of HOLLISTER, CA is an SEC-registered investment adviser (CRD 168574). Regulatory assets under management: $67.8M.

Registration

• CRD: 168574
• SEC file number: 801-78478
• Type: Registered investment adviser
• Location: 2440 BERT DRIVE, HOLLISTER, CA, 95023
• Phone: 650-262-0130
• Latest filing: 2026-03-23
• Regulatory AUM: $67.8M
• Discretionary AUM: $67.8M
• Clients: 3
• Accounts: 219

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168574 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search