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Keystone Financial Group, Inc.

● SEC registered since 2021CRD 129301SEC# 801-121415Atlanta, GA
Export (members)
Reg. AUM
$199.6M
Employees
6
Accounts
572
Location
Atlanta, GA

Keystone Financial Group, Inc. assets under management

Keystone Financial Group, Inc. is an investment advisory firm registered with the SEC based in Atlanta, GA. The firm has been registered since 2021. It reports $199.6 million in regulatory assets under management and employs 6 people.
keystonefg.comView on SEC.gov ↗

Keystone Financial Group, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Andrew Jacob GilbertChief Investment Officer10-25%2017
Gary Stephen Fortier ControlSecretary/Chief Compliance Officer10-25%2004
Rhonda Mixon Gilbert ControlPresident/Ceo25-50%1999
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Frequently asked questions

How much does Keystone Financial Group, Inc. manage?

Keystone Financial Group, Inc. reports $199.6 million in regulatory assets under management on its Form ADV.

How many employees does Keystone Financial Group, Inc. have?

Keystone Financial Group, Inc. reports 6 employees.

Where is Keystone Financial Group, Inc. located?

Keystone Financial Group, Inc. is based in Atlanta, GA and has been SEC-registered since 2021.

Does Keystone Financial Group, Inc. disclose fund performance?

Keystone Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address6849 Peachtree Dunwoody Road, Building A1, Atlanta, GA 30328
Phone770-698-9816
Fax770-698-9503
Office hours8:00 a.m.-5:00 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$199.4M
Non-discretionary$192K
Total (RAUM)$199.6M