Keystone Financial Group, Inc.
● SEC registered since 2021CRD 129301SEC# 801-121415Atlanta, GA
Reg. AUM
$247.4M
Employees
7
Accounts
630
Location
Atlanta, GA
About Keystone Financial Group
Keystone Financial Group provides portfolio management, personal wealth planning, and business advisory services oriented to entrepreneurs and local business owners. It seeks to maximize the value of personal and business assets together and builds long-term plans around both.
Summary based on the firm’s website.
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 $247.4 million in regulatory assets under management and employs 7 people.
Keystone Financial Group, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Jacob Gilbert | Chief Investment Officer | 25-50% | 2017 |
| Gary Stephen Fortier Control | Secretary/Chief Compliance Officer | 10-25% | 2004 |
| Rhonda Mixon Gilbert Control | President/Ceo | 25-50% | 1999 |
| Ryan Patrick McCafferty | Partner | 5-10% | 2025 |
| Thomas King Savage Control | Cfo/Treasurer | 25-50% | 1999 |
Frequently asked questions
How much does Keystone Financial Group, Inc. manage?
Keystone Financial Group, Inc. reports $247.4 million in regulatory assets under management on its Form ADV.
How many employees does Keystone Financial Group, Inc. have?
Keystone Financial Group, Inc. reports 7 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
| Address | 6849 Peachtree Dunwoody Road, Building A1, Atlanta, GA 30328 |
| Phone | 770-698-9816 |
| Fax | 770-698-9503 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$247.4M▲ 24%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,389 advisers
EmployeesTop 51%
More than 49% of 16,799 advisers
Assets under management
$247.4Mregulatory AUM
Discretionary $247.4M