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THE KEYSTONE GROUP LLC

Advisory

EAU CLAIRE, WI

Data as of Aug 21, 2026 · Source: SEC Form ADV

Rank in WI
#318
of 354 advisers by AUM
Average account
$94K
across 547 accounts
AUM per adviser
$26M
2 advisers

Source: SEC Form ADV. Figures as filed Aug 21, 2026.

Total AUM
$51M
Discretionary %
100%
Clients
258
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$51M
Discretionary AUM$51M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients258
Team
Total Employees3
Investment Advisers2
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InWI
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in WI

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

CORNERSTONE FINANCIAL CONSULTING, LLC
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BULTMAN INVESTMENT MANAGEMENT, INC.
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$52M
-75.2% 1Y
STOCKBRIDGE PRIVATE WEALTH MANAGEMENT, LLC
$52M
REBEKAH LOVGREN ALLISON
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$52M
A TO Z FINANCIAL PLANNING LLC
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$50M
BEHL WEALTH MANAGEMENT, LLC
DELAFIELD, WI
$48M

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