# KEYSTONE FINANCIAL GROUP, LLC

KEYSTONE FINANCIAL GROUP, LLC of LEXINGTON, KY is an SEC-registered investment adviser.

## Registration

- CRD: 170201
- Type: SEC-registered investment adviser
- SEC file number: 801-79274
- 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)

| Name | Role | Location |
| --- | --- | --- |
| Tobin Ray Jenkins | PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| Michael William Kretz | PARTNER | — |
| Timothy S Jenkins | PARTNER | — |
| JENKINS STEVEN RAY | PARTNER AND CHIEF COMPLIANCE OFFICER | — |
| KRETZ MICHAEL WILLIAM | PARTNER | — |
| JENKINS TIMOTHY S | PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170201/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170201/similar
- Related entities: https://search.stillhousedata.com/firm/170201/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170201

---

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.