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KEYSTATE ADVISORY, LLC
CRD 156226File 801-72123
APPROVED
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$16.59B
Top 10% of cohort (national)
Discretionary AUM
$11.31B
Non-discretionary $5.29B
Clients
80
80 accounts
Employees
8
Top 10% of cohort in NV
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Jan 19, 2011
- Principal office
- 3883 HOWARD HUGHES PKWY, SUITE 500, LAS VEGAS, NV, 89169
- Phone
- 702-598-3738
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $16.59B
- Discretionary AUM
- $11.31B
- Non-discretionary AUM
- $5.29B
- Discretionary accounts
- 65
- Non-discretionary accounts
- 15
- Total accounts
- 80
- AUM per client
- $207.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 22 | $97.6M |
| Banking or thrift institutions | 58 | $16.50B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Portfolio management for 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 |
|---|---|---|---|
| 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.