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KEYSTONE NATIONAL GROUP, LLC
CRD 142885File 801-67537
APPROVED
Custody
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.50B
Top 25% of cohort (national)
Discretionary AUM
$2.50B
Clients
13
13 accounts
Employees
42
Top 10% of cohort in UT
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Feb 8, 2007
- Principal office
- 60 E. SOUTH TEMPLE, SUITE 2100, SALT LAKE CITY, UT, 84111
- Phone
- 925-480-6050
- Website
- HTTP://KEYSTONENATIONAL.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $2.50B
- Discretionary AUM
- $2.50B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 13
- Non-discretionary accounts
- 0
- Total accounts
- 13
- AUM per client
- $192.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $1.95B |
| Pooled investment vehicles | 12 | $554.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 39 | 42 | increased by3 |
| Apr 1, 2026 | AUM | $2,274,095,442 | $2,502,802,240 | increased by$228,706,798 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 39 | increased by23 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,296,628,311 | $2,274,095,442 | increased by$977,467,131 |
| Apr 1, 2022 | Clients | 22 | 13 | decreased by9 |
| Apr 1, 2022 | AUM | $1,054,640,770 | $1,296,628,311 | increased by$241,987,541 |
| Apr 1, 2022 | Accounts | 22 | 13 | decreased by9 |
| Apr 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 “KEYSTONE NATIONAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KEYSTONE NATIONAL” 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.