RIA Intel›Advisers›Georgia›KEYSTONE FINANCIAL CONSULTANTS, INC

KEYSTONE FINANCIAL CONSULTANTS, INC

Advisory

GA

Data as of Mar 30, 2022 · Source: SEC Form ADV

Average account

$604K

across 69 accounts

AUM per adviser

$42M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2022.

Total AUM

$42M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$42M

Discretionary AUM$42M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients36

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InGA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

36 clients

12 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

GROVE INVESTMENTS, INC.

ST. SIMONS ISLAND, GA

$42M

COLLINS/MOODY FINANCIAL SERVICES, L.L.C.

$42M

$42M

WILLIAMS WEALTH MANAGEMENT, INC.

$42M

LYLES WEALTH MANAGEMENT LLC

$41M

$42M

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