KEYSTATE ADVISORY, LLC
CRD #156226 SEC #801-72123 LAS VEGAS, NV 702-598-3738
SEC Registered
Total AUM
$18.2B
Discretionary
$10.8B
Employees
8
Clients
--
Accounts
82
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $18.2B | $10.8B | $7.3B | 8 | 82 |
| Mar 2024 | $17B | $9.7B | $7.3B | 8 | 83 |
| Mar 2023 | $16.7B | $10.2B | $6.5B | 8 | 127 |
| Mar 2022 | $12.2B | $12.2B | $0 | 8 | 115 |
| Mar 2021 | $9.7B | $9.7B | $0 | 7 | 120 |
| Apr 2020 | $7.5B | $7.5B | $0 | 7 | 121 |
| Apr 2020 | $7.5B | $7.5B | $0 | 7 | 121 |
| Mar 2020 | $7.5B | $7.5B | $0 | 7 | 121 |
| Apr 2019 | $5.7B | $5.7B | $0 | 7 | 122 |
| Mar 2019 | $5.7B | $5.7B | $0 | 7 | 122 |
| Apr 2018 | $5.1B | $4B | $1.1B | 7 | 0 |
| Feb 2018 | $5.1B | $4B | $1.1B | 7 | 0 |
| Mar 2017 | $5.8B | $4.7B | $1.1B | 6 | 100 |
| Apr 2016 | $7.1B | $5.3B | $1.8B | 6 | 100 |
| Oct 2015 | $6.7B | $6.2B | $517.4M | 5 | 100 |
| Oct 2015 | $6.7B | $6.2B | $517.4M | 5 | 100 |
| Mar 2015 | $627.2M | $109.8M | $517.5M | 4 | 1 |
| Jul 2014 | $440.2M | $112.2M | $328.1M | 4 | 1 |
| Mar 2014 | $440.2M | $112.2M | $328.1M | 4 | 1 |
| Mar 2013 | $1.2B | $35M | $1.2B | 4 | 1 |
| Jun 2012 | $1.2B | $34.9M | $1.2B | 1 | 1 |
| Mar 2012 | $1.2B | $34.9M | $1.2B | 1 | 1 |
| Nov 2011 | $1.5B | $42.3M | $1.5B | 1 | 0 |
| May 2011 | $239M | $12M | $227M | 5 | -- |
| May 2011 | $0 | $0 | $0 | 5 | -- |
| Apr 2011 | $0 | $0 | $0 | 5 | -- |
| Jan 2011 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$18.2B
Discretionary$10.8B
Non-Disc.$7.3B
Employees8
Clients82
DateMar 2024
Total AUM$17B
Discretionary$9.7B
Non-Disc.$7.3B
Employees8
Clients83
DateMar 2023
Total AUM$16.7B
Discretionary$10.2B
Non-Disc.$6.5B
Employees8
Clients127
DateMar 2022
Total AUM$12.2B
Discretionary$12.2B
Non-Disc.$0
Employees8
Clients115
DateMar 2021
Total AUM$9.7B
Discretionary$9.7B
Non-Disc.$0
Employees7
Clients120
DateApr 2020
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees7
Clients121
DateApr 2020
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees7
Clients121
DateMar 2020
Total AUM$7.5B
Discretionary$7.5B
Non-Disc.$0
Employees7
Clients121
DateApr 2019
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees7
Clients122
DateMar 2019
Total AUM$5.7B
Discretionary$5.7B
Non-Disc.$0
Employees7
Clients122
DateApr 2018
Total AUM$5.1B
Discretionary$4B
Non-Disc.$1.1B
Employees7
Clients0
DateFeb 2018
Total AUM$5.1B
Discretionary$4B
Non-Disc.$1.1B
Employees7
Clients0
DateMar 2017
Total AUM$5.8B
Discretionary$4.7B
Non-Disc.$1.1B
Employees6
Clients100
DateApr 2016
Total AUM$7.1B
Discretionary$5.3B
Non-Disc.$1.8B
Employees6
Clients100
DateOct 2015
Total AUM$6.7B
Discretionary$6.2B
Non-Disc.$517.4M
Employees5
Clients100
DateOct 2015
Total AUM$6.7B
Discretionary$6.2B
Non-Disc.$517.4M
Employees5
Clients100
DateMar 2015
Total AUM$627.2M
Discretionary$109.8M
Non-Disc.$517.5M
Employees4
Clients1
DateJul 2014
Total AUM$440.2M
Discretionary$112.2M
Non-Disc.$328.1M
Employees4
Clients1
DateMar 2014
Total AUM$440.2M
Discretionary$112.2M
Non-Disc.$328.1M
Employees4
Clients1
DateMar 2013
Total AUM$1.2B
Discretionary$35M
Non-Disc.$1.2B
Employees4
Clients1
DateJun 2012
Total AUM$1.2B
Discretionary$34.9M
Non-Disc.$1.2B
Employees1
Clients1
DateMar 2012
Total AUM$1.2B
Discretionary$34.9M
Non-Disc.$1.2B
Employees1
Clients1
DateNov 2011
Total AUM$1.5B
Discretionary$42.3M
Non-Disc.$1.5B
Employees1
Clients0
DateMay 2011
Total AUM$239M
Discretionary$12M
Non-Disc.$227M
Employees5
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--