KEYSTATE ADVISORY, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $16.59B |
| Discretionary | $11.31B68% of AUM |
| Non-Discretionary | $5.29B |
| Client Accounts | 80 |
| Avg Account Size | $207.4M |
| Employees | 8 |
| Peak AUM | $18.15BMar 2025 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $16.6B | 8.6% | 0.1% | +11.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $16.59B |
| Discretionary | $11.31B |
| Employees | 8 |
| Client Accounts | 80 |
Contact & Location
Address
3883 HOWARD HUGHES PKWY
LAS VEGAS NV 89169
Phone
702-598-3738
Filing History
30 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$11.3B
68.1% of AUM
Non-Discretionary
$5.3B
31.9% of AUM
Disc. mix ▲ 8.4pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Insurance Cos.
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported