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- Custodian
- Brown Brothers · Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-06-2013
- Office Locations
- 1
Office Locations
About Keystone Advisory Group
Keystone Advisory Group (The Monroe Team, Inc.) is an RIA focused on U.S. Federal employees—especially FERS participants—seeking to optimize benefits and build retirement-ready investment plans. Its proprietary Key 2 Retire Formula and related educational toolkits emphasize planning, preparation, and long-term execution, typically implemented with asset-allocation portfolios using ETFs and mutual funds; custody includes Charles Schwab & Co.
Reported data analysis
What the numbers show
Of the latest reported AUM, 91.4% is discretionary and 8.6% is non-discretionary.
The firm reports 2 advisory representatives and 125 clients, or 62.5 clients per representative. That equates to $542.2K in reported AUM per client.
The profile lists 1 reported office location and 13 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
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Owner & Executives
KELLY LISA MONROE
Chief Compliance Officer, Director of Strategy, President
- CRD
- #5137582
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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AUBRIANA ROSE VILLAGRANA
--
- CRD
- #6013019
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $67,778,058 | $220,690 |
| Non-Discretionary | $0 | $3,000,000 |
| Total | $67,778,058 | $239,726 |
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Separately Managed Accounts
SMA allocation detail is available
Keystone Advisory Group has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.