← Directory
LARGE AND GILBERT WEALTH ADVISORY
Legal name: KEYSTONE FINANCIAL GROUP, INC.
CRD 129301File 801-121415
APPROVED
Retail clients
Filing as of Sep 11, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$247.4M
Below cohort median (national)
Discretionary AUM
$247.4M
Clients
288
630 accounts
Employees
7
Below cohort median in GA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Jun 4, 2021
- Principal office
- 6849 PEACHTREE DUNWOODY ROAD, BUILDING A1, ATLANTA, GA, 30328
- Phone
- 770-698-9816
- Website
- HTTP://KEYSTONEFG.COM/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $247.4M
- Discretionary AUM
- $247.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 630
- Non-discretionary accounts
- 0
- Total accounts
- 630
- AUM per client
- $859K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $1.2M |
| Charitable organizations | Fewer than 5 | $2.4M |
| High net worth individuals | 67 | $192.9M |
| Pension and profit sharing plans | 6 | $8.6M |
| Individuals (other than high net worth individuals) | 210 | $41.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 289 | 288 | decreased by1 |
| Mar 1, 2026 | Employees | 6 | 7 | increased by1 |
| Mar 1, 2026 | Clients | 266 | 289 | increased by23 |
| Mar 1, 2026 | AUM | $199,587,555 | $247,434,680 | increased by$47,847,125 |
| Mar 1, 2026 | Accounts | 572 | 630 | increased by58 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 219 | 266 | increased by47 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $142,213,877 | $199,587,555 | increased by$57,373,678 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 419 | 572 | increased by153 |
| Mar 1, 2022 | Clients | 221 | 219 | decreased by2 |
| Mar 1, 2022 | AUM | $111,813,064 | $142,213,877 | increased by$30,400,813 |
| Mar 1, 2022 | Accounts | 376 | 419 | increased by43 |
| Jul 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LARGE GILBERT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LARGE GILBERT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.