KEYSTONE FINANCIAL GROUP, LLC
CRD #170201 SEC #801-79274 LEXINGTON, KY 859-317-8316
SEC Registered
Total AUM
$1.9B
Discretionary
$1.8B
Employees
44
Clients
--
Accounts
6,153
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.9B | $1.8B | $17.8M | 44 | 0 |
| Apr 2025 | $1.9B | $1.8B | $17.8M | 44 | 0 |
| Mar 2025 | $1.9B | $1.8B | $17.8M | 44 | 0 |
| Nov 2024 | $1.5B | $1.5B | $15.7M | 45 | 0 |
| Oct 2024 | $1.5B | $1.5B | $15.7M | 45 | 0 |
| May 2024 | $1.5B | $1.5B | $15.7M | 45 | 0 |
| Apr 2024 | $1.5B | $1.5B | $15.7M | 45 | 0 |
| Mar 2024 | $1.5B | $1.5B | $15.7M | 45 | 0 |
| Aug 2023 | $1.2B | $1.2B | $13.8M | 39 | 0 |
| Jul 2023 | $1.2B | $1.2B | $13.8M | 39 | 0 |
| Apr 2023 | $1.2B | $1.2B | $13.8M | 39 | 0 |
| Mar 2023 | $1.2B | $1.2B | $13.8M | 39 | 0 |
| May 2022 | $1.2B | $1.2B | $15.1M | 39 | 0 |
| Apr 2022 | $1.2B | $1.2B | $15.1M | 39 | 0 |
| Mar 2022 | $1.2B | $1.2B | $15.1M | 39 | 0 |
| Aug 2021 | $1.1B | $1.1B | $14.7M | 39 | 0 |
| Mar 2021 | $1.1B | $1.1B | $14.7M | 39 | 0 |
| Jun 2020 | $899.6M | $886.1M | $13.5M | 39 | 0 |
| Mar 2020 | $899.6M | $886.1M | $13.5M | 39 | 0 |
| Mar 2019 | $794.6M | $781.7M | $12.9M | 25 | 0 |
| Aug 2018 | $503.2M | $492.3M | $10.9M | 25 | 0 |
| Jul 2018 | $503.2M | $492.3M | $10.9M | 25 | 0 |
| Mar 2018 | $503.2M | $492.3M | $10.9M | 25 | 0 |
| Mar 2018 | $503.2M | $492.3M | $10.9M | 25 | 0 |
| Apr 2017 | $302.3M | $292.4M | $9.9M | 20 | 1,600 |
| Feb 2017 | $302.3M | $292.4M | $9.9M | 20 | 1,600 |
| Aug 2016 | $215.2M | $206.6M | $8.6M | 21 | 1,300 |
| Feb 2016 | $215.2M | $206.6M | $8.6M | 21 | 1,300 |
| Jan 2016 | $175.9M | $164.5M | $11.4M | 20 | 800 |
| Jan 2016 | $175.9M | $164.5M | $11.4M | 20 | 800 |
| Jul 2015 | $175.9M | $164.5M | $11.4M | 20 | 800 |
| Feb 2015 | $175.9M | $164.5M | $11.4M | 20 | 800 |
| Nov 2014 | $137.2M | $134.3M | $2.9M | 16 | 0 |
| Jun 2014 | $137.2M | $134.3M | $2.9M | 16 | 0 |
| Jun 2014 | $137.2M | $134.3M | $2.9M | 16 | 0 |
| May 2014 | $0 | $0 | $0 | 16 | 0 |
| Feb 2014 | $0 | $0 | $0 | 16 | 0 |
DateDec 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$17.8M
Employees44
Clients0
DateApr 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$17.8M
Employees44
Clients0
DateMar 2025
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$17.8M
Employees44
Clients0
DateNov 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.7M
Employees45
Clients0
DateOct 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.7M
Employees45
Clients0
DateMay 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.7M
Employees45
Clients0
DateApr 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.7M
Employees45
Clients0
DateMar 2024
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$15.7M
Employees45
Clients0
DateAug 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$13.8M
Employees39
Clients0
DateJul 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$13.8M
Employees39
Clients0
DateApr 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$13.8M
Employees39
Clients0
DateMar 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$13.8M
Employees39
Clients0
DateMay 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$15.1M
Employees39
Clients0
DateApr 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$15.1M
Employees39
Clients0
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$15.1M
Employees39
Clients0
DateAug 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$14.7M
Employees39
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$14.7M
Employees39
Clients0
DateJun 2020
Total AUM$899.6M
Discretionary$886.1M
Non-Disc.$13.5M
Employees39
Clients0
DateMar 2020
Total AUM$899.6M
Discretionary$886.1M
Non-Disc.$13.5M
Employees39
Clients0
DateMar 2019
Total AUM$794.6M
Discretionary$781.7M
Non-Disc.$12.9M
Employees25
Clients0
DateAug 2018
Total AUM$503.2M
Discretionary$492.3M
Non-Disc.$10.9M
Employees25
Clients0
DateJul 2018
Total AUM$503.2M
Discretionary$492.3M
Non-Disc.$10.9M
Employees25
Clients0
DateMar 2018
Total AUM$503.2M
Discretionary$492.3M
Non-Disc.$10.9M
Employees25
Clients0
DateMar 2018
Total AUM$503.2M
Discretionary$492.3M
Non-Disc.$10.9M
Employees25
Clients0
DateApr 2017
Total AUM$302.3M
Discretionary$292.4M
Non-Disc.$9.9M
Employees20
Clients1,600
DateFeb 2017
Total AUM$302.3M
Discretionary$292.4M
Non-Disc.$9.9M
Employees20
Clients1,600
DateAug 2016
Total AUM$215.2M
Discretionary$206.6M
Non-Disc.$8.6M
Employees21
Clients1,300
DateFeb 2016
Total AUM$215.2M
Discretionary$206.6M
Non-Disc.$8.6M
Employees21
Clients1,300
DateJan 2016
Total AUM$175.9M
Discretionary$164.5M
Non-Disc.$11.4M
Employees20
Clients800
DateJan 2016
Total AUM$175.9M
Discretionary$164.5M
Non-Disc.$11.4M
Employees20
Clients800
DateJul 2015
Total AUM$175.9M
Discretionary$164.5M
Non-Disc.$11.4M
Employees20
Clients800
DateFeb 2015
Total AUM$175.9M
Discretionary$164.5M
Non-Disc.$11.4M
Employees20
Clients800
DateNov 2014
Total AUM$137.2M
Discretionary$134.3M
Non-Disc.$2.9M
Employees16
Clients0
DateJun 2014
Total AUM$137.2M
Discretionary$134.3M
Non-Disc.$2.9M
Employees16
Clients0
DateJun 2014
Total AUM$137.2M
Discretionary$134.3M
Non-Disc.$2.9M
Employees16
Clients0
DateMay 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0
DateFeb 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees16
Clients0