RIA Intel›Advisers›Utah›KEYSTONE NATIONAL GROUP, LLC

KEYSTONE NATIONAL GROUP, LLC

Institutional

N·SALT LAKE CITY, UT

Data as of Jul 14, 2026 · Source: SEC Form ADV

Total AUM
$2.5B
1-Year AUM Growth
+17.7%
3-Year CAGR
+22.1%
Employees
40
Assets Under Management
Total AUM$2.5B
Discretionary AUM$2.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients13
Team
Total Employees40
Investment Advisers42
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record33
First FilingJan 25, 2007
Latest FilingJul 14, 2026
🔒 Full AUM trend chart and 33 historical filings spanning 19+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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