THE KEYSTONE FINANCIAL ALLIANCE, LLC

CRD 168760File 801-115035

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$164.7M

Bottom 25% of cohort (national)

Discretionary AUM

$162.3M

Non-discretionary $2.4M

Clients

119

445 accounts

Employees

Bottom 25% of cohort in GA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Apr 17, 2019
Principal office: 3350 RIVERWOOD PARKWAY, SUITE #2200, ATLANTA, GA, 30339
Phone: 404-260-0710
Website: HTTP://WWW.MYKFA.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $164.7M
Discretionary AUM: $162.3M
Non-discretionary AUM: $2.4M
Discretionary accounts: 441
Non-discretionary accounts: 4
Total accounts: 445
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	75	$152.2M
Individuals (other than high net worth individuals)	44	$12.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
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	Change
Apr 1, 2026	Employees	4	3	decreased by1
Apr 1, 2026	Clients	132	119	decreased by13
Apr 1, 2026	AUM	$153,700,000	$164,700,000	increased by$11,000,000
Apr 1, 2026	Accounts	427	445	increased by18
May 1, 2025 vs Oct 1, 2022	Clients	120	132	increased by12
May 1, 2025 vs Oct 1, 2022	AUM	$150,000,000	$153,700,000	increased by$3,700,000
May 1, 2025 vs Oct 1, 2022	Accounts	450	427	decreased by23
Apr 1, 2022	Clients	138	120	decreased by18
Apr 1, 2022	AUM	$127,076,964	$150,000,000	increased by$22,923,036
Apr 1, 2022	Accounts	413	450	increased by37
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 FINANCIAL” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KEYSTONE FINANCIAL” 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.