KEYSTONE FINANCIAL GROUP, INC.
CRD #129301 SEC #801-121415 ATLANTA, GA 770-698-9816
SEC Registered
Total AUM
$199.6M
Discretionary
$199.4M
Employees
6
Clients
51
Accounts
572
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $199.6M | $199.4M | $192.3K | 6 | 21 |
| May 2025 | $199.6M | $199.4M | $192.3K | 6 | 21 |
| Feb 2025 | $199.6M | $199.4M | $192.3K | 6 | 21 |
| Feb 2024 | $180.2M | $180M | $171.3K | 6 | 0 |
| Sep 2023 | $133.2M | $133M | $173.5K | 6 | 0 |
| Feb 2023 | $133.2M | $133M | $173.5K | 6 | 0 |
| Oct 2022 | $142.2M | $142M | $244.8K | 6 | 21 |
| May 2022 | $142.2M | $142M | $244.8K | 6 | 21 |
| Feb 2022 | $142.2M | $142M | $244.8K | 6 | 21 |
| Jan 2022 | $111.8M | $111.6M | $215.1K | 6 | 21 |
| Oct 2021 | $111.8M | $111.6M | $215.1K | 6 | 21 |
| May 2021 | $111.8M | $111.6M | $215.1K | 6 | 21 |
| Apr 2012 | $40.3M | $27.1M | $13.2M | 6 | 200 |
| Apr 2012 | $40.3M | $27.1M | $13.2M | 6 | 200 |
| Feb 2012 | $40.3M | $27.1M | $13.2M | 6 | 200 |
| Jan 2008 | $40M | $0 | $40M | 10 | -- |
| Oct 2007 | $35M | $0 | $35M | 10 | -- |
| May 2007 | $35M | $0 | $35M | 10 | -- |
DateJul 2025
Total AUM$199.6M
Discretionary$199.4M
Non-Disc.$192.3K
Employees6
Clients21
DateMay 2025
Total AUM$199.6M
Discretionary$199.4M
Non-Disc.$192.3K
Employees6
Clients21
DateFeb 2025
Total AUM$199.6M
Discretionary$199.4M
Non-Disc.$192.3K
Employees6
Clients21
DateFeb 2024
Total AUM$180.2M
Discretionary$180M
Non-Disc.$171.3K
Employees6
Clients0
DateSep 2023
Total AUM$133.2M
Discretionary$133M
Non-Disc.$173.5K
Employees6
Clients0
DateFeb 2023
Total AUM$133.2M
Discretionary$133M
Non-Disc.$173.5K
Employees6
Clients0
DateOct 2022
Total AUM$142.2M
Discretionary$142M
Non-Disc.$244.8K
Employees6
Clients21
DateMay 2022
Total AUM$142.2M
Discretionary$142M
Non-Disc.$244.8K
Employees6
Clients21
DateFeb 2022
Total AUM$142.2M
Discretionary$142M
Non-Disc.$244.8K
Employees6
Clients21
DateJan 2022
Total AUM$111.8M
Discretionary$111.6M
Non-Disc.$215.1K
Employees6
Clients21
DateOct 2021
Total AUM$111.8M
Discretionary$111.6M
Non-Disc.$215.1K
Employees6
Clients21
DateMay 2021
Total AUM$111.8M
Discretionary$111.6M
Non-Disc.$215.1K
Employees6
Clients21
DateApr 2012
Total AUM$40.3M
Discretionary$27.1M
Non-Disc.$13.2M
Employees6
Clients200
DateApr 2012
Total AUM$40.3M
Discretionary$27.1M
Non-Disc.$13.2M
Employees6
Clients200
DateFeb 2012
Total AUM$40.3M
Discretionary$27.1M
Non-Disc.$13.2M
Employees6
Clients200
DateJan 2008
Total AUM$40M
Discretionary$0
Non-Disc.$40M
Employees10
Clients--
DateOct 2007
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees10
Clients--
DateMay 2007
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees10
Clients--