KEYSTONE FINANCIAL GROUP, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $2.34B |
| Discretionary | $2.32B99% of AUM |
| Non-Discretionary | $21.2M |
| Client Accounts | 6,628 |
| Avg Account Size | $353K |
| Employees | 49 |
| Peak AUM | $2.34BMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | +25.8% | +23.4% | +16.6% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $2.34B |
| Discretionary | $2.32B |
| Employees | 49 |
| Client Accounts | 6628 |
| Client Range | More than 500 |
Contact & Location
Address
527 WELLINGTON WAY, STE 225
LEXINGTON KY 40503
Phone
859-317-8316
Filing History
41 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2.3B
99.1% of AUM
Non-Discretionary
$21M
0.9% of AUM
Disc. mix ▲ 0.1pp 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
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Registered RepBanking Institution