KEYSTONE FINANCIAL GROUP, INC.

CRD 129301File 801-121415

APPROVED

Retail clients

Filing as of Apr 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$247.4M

Below cohort median (national)

Discretionary AUM

$247.4M

Clients

288

630 accounts

Employees

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 17, 2026	Clients	289	288
Aug 12, 2026	Registration	—	APPROVED

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.