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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Prime
- Established Date
- 06-21-2004
- Office Locations
- 1
Office Locations
About Keystone Financial Group, Inc.
Keystone Financial Group is an Atlanta-based RIA serving entrepreneurs and local business owners, aligning portfolio management with personal wealth planning and business advisory. The firm builds customized investment strategies and long-term plans that account for both investable assets and the client’s business value. Portfolios lean heavily on ETFs, and the firm custodies assets with Charles Schwab.
Team overview
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Client Personas
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Services
Technology
Owner & Executives
ANDREW JACOB GILBERT
Chief Investment Officer
- CRD
- #5712292
- Ownership
- 25% but less than 50%
RHONDA MIXON GILBERT
Chief Executive Officer, Financial Advisor, General Partner, President
- CRD
- #3139095
- Ownership
- 25% but less than 50%
Alpha wave
Focus beacon
- CRD
- #30956
- Ownership
- 37.9%
Showing 2 of 5 owners & executives
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JOSE L CHAVEZ CUELLAR
--
- CRD
- #8072918
NANCY ANN HOUSKA
Investment Advisor Representative
- CRD
- #5536254
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $247,434,680 | $392,753 |
| Non-Discretionary | $0 | -- |
| Total | $247,434,680 | $392,753 |
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Separately Managed Accounts
Total SMA Asset: $247,434,680
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,446,134,059 | 16.7% |
| Public Funds | $969,862,363 | 11.2% |
| Municipal Bonds | $2,156,211,860 | 24.9% |
| Cash | $1,272,944,351 | 14.7% |
| Corporate - Investment Grade | $2,173,530,831 | 25.1% |
| U.S. Government/Agency | $640,801,917 | 7.4% |
| Total | $8,659,485,381 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE FUSION | VECTOR GLACIER | HW6U26LHT | NFT | 11.81% | $90,171,483 |
| MERIDIAN VALUE MATRIX | CATALYST VERTEX | QA8VE6R4I | GVWUK | 7.10% | $51,497,112 |
| UNISON ALPHA | FUSION INSIGHT | S4J862RHT | USGT | 12.17% | $2,701,663 |
| DELTA GLACIER PATHWAY | INSIGHT PIONEER | L14DZ8KQU | VQNIP | 9.27% | $44,812,897 |
| UNISON GLACIER PATHWAY | LEGACY CAPITAL | HP45Z7VAM | ZUURN | 11.92% | $61,883,521 |
| OAK ELEMENT HARBOR | RIDGE ATLAS | 55M74CPVG | XUTVK | 10.51% | $37,400,625 |
| EAGLE VECTOR | CAPITAL VALUE | CK6QIKJJE | XGVR | 0.80% | $113,168,867 |
| EMBER SUMMIT | GLACIER QUANTUM | K5XI5MZ29 | UBAZH | 12.29% | $12,240,023 |