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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
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.
Reported data analysis
What the numbers show
Between December 4, 2025 and March 17, 2026, reported AUM increased 25.8%, from $1.9B to $2.3B.
Across 5 reported observations, AUM increased 88.8% between May 18, 2022 and March 17, 2026, from $1.2B to $2.3B.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 33 advisory representatives and 6,628 clients, or 200.8 clients per representative. That equates to $352.8K in reported AUM per client.
The profile lists 9 reported office locations and 12 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Keystone Financial Group, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TOBIN RAY JENKINS
Chief Compliance Officer, Financial Advisor, PARTNER
- CRD
- #4654943
- Ownership
- 50% but less than 75%
MICHAEL WILLIAM KRETZ
Financial Advisor, General Partner, PARTNER
- CRD
- #4440636
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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GARY JO ANDERSON
Financial Advisor
- CRD
- #4548885
RONALD LUCAS BROWN II
President
- CRD
- #4767512
Showing 2 of 34 contacts
Unlock allAssets Under Management
| 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
SMA allocation detail is available
Keystone Financial Group, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Keystone Financial Group, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.