$2.3B Total AUM
$2.3B Disc. AUM
-- 3Y CAGR
49 Employees
6,628 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-26-2014
- Office Locations
- 9
Office Locations
1212 Bath AVE STE 401 Ashland KY
134 N Maysville RD PO BOX 874 Mt. Sterling KY
2201 Regency Road, Suite 304 Lexington KY
About Keystone Financial Group, LLC
Keystone Financial Group, LLC is a Lexington-based RIA with 9 offices. The firm has been operating for 12 years. Managing $2.3B in total assets under management, with 33 advisory representatives. They custody assets with Charles Schwab & Company and LPL Financial.
Team overview
46 AVG AGE
$70.9M AVG AUM / ADVISOR
$352.8K AVG AUM / CLIENT
7.3 yrs AVG TENURE
49 Employees
33 Advisory Reps
34 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
TOBIN RAY JENKINS
Chief Compliance Officer, Financial Advisor, PARTNER
- CRD
- #4654943
- Ownership
- 50% but less than 75%
Available
Available
Available
M
MICHAEL WILLIAM KRETZ
Financial Advisor, General Partner, PARTNER
- CRD
- #4440636
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
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G
GARY JO ANDERSON
Financial Advisor
- CRD
- #4548885
Available
Available
Available
R
RONALD LUCAS BROWN II
President
- CRD
- #4767512
Available
Available
Available
Showing 2 of 34 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,317,045,915 | $355,266 |
| Non-Discretionary | $21,189,962 | $199,905 |
| Total | $2,338,235,877 | $352,782 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Other:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
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