# KEYSTONE ADVISORY GROUP

KEYSTONE ADVISORY GROUP of HOLLISTER, CA is an SEC-registered investment adviser.

## Registration

- CRD: 168574
- Type: SEC-registered investment adviser
- SEC file number: 801-78478
- 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)

| Name | Role | Location |
| --- | --- | --- |
| MONROE KELLY LISA | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168574/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168574/similar
- Related entities: https://search.stillhousedata.com/firm/168574/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168574

---

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.