KEYSTONE FINANCIAL GROUP, LLC

KEYSTONE FINANCIAL GROUP, LLC of LEXINGTON, KY is an SEC-registered investment adviser (CRD 170201). Regulatory assets under management: $2.3B.

Registration

• CRD: 170201
• SEC file number: 801-79274
• Type: Registered investment adviser
• Location: 527 WELLINGTON WAY, STE 225, LEXINGTON, KY, 40503
• Phone: 859-317-8316
• Latest filing: 2026-03-17
• Regulatory AUM: $2.3B
• Discretionary AUM: $2.3B
• Non-discretionary AUM: $21.2M
• Clients: 49
• Accounts: 6,628

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170201 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search