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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 22, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BENZ, ARTHUR, ALDEN | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| GILBERT, RHONDA, MIXON | I | PRESIDENT/CEO | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| SAVAGE, THOMAS, KING | I | CFO/TREASURER | C | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| FORTIER, GARY, STEPHEN | I | SECRETARY/CHIEF COMPLIANCE OFFICER | B | Control |
| GILBERT, ANDREW, JACOB | I | CHIEF INVESTMENT OFFICER | B | |
| GILBERT, ANDREW, JACOB | I | CHIEF INVESTMENT OFFICER | B | |
| GILBERT, ANDREW, JACOB | I | CHIEF INVESTMENT OFFICER | B | |
| GILBERT, ANDREW, JACOB | I | CHIEF INVESTMENT OFFICER | B | |
| GILBERT, ANDREW, JACOB | I | CHIEF INVESTMENT OFFICER | B | |
| GILBERT, ANDREW, JACOB | I | CHIEF INVESTMENT OFFICER | B | |
| GILBERT, ANDREW, JACOB | I | CHIEF INVESTMENT OFFICER | B | |
| GILBERT, ANDREW, JACOB | I | CHIEF INVESTMENT OFFICER | B | |
| GILBERT, ANDREW, JACOB | I | CHIEF INVESTMENT OFFICER | B | |
| GILBERT, ANDREW, JACOB | I | CHIEF INVESTMENT OFFICER | B | |
| GILBERT, ANDREW, JACOB | I | CHIEF INVESTMENT OFFICER | B | |
| GILBERT, ANDREW, JACOB | I | CHIEF INVESTMENT OFFICER | B | |
| MCCAFFERTY, RYAN, PATRICK | I | PARTNER | A | |
| MCCAFFERTY, RYAN, PATRICK | I | PARTNER | A | |
| MCCAFFERTY, RYAN, PATRICK | I | PARTNER | A |
Registrations
Federal
IA
Jul 22, 2025 REGISTERED
Notice Filings (3)
FL GA TX
Address
6849 PEACHTREE DUNWOODY ROADBUILDING A1
ATLANTA, GA 30328
United States
Phone: 770-698-9816