$379.2M Total AUM
$379.2M Disc. AUM
16.2% 3Y CAGR
4 Employees
413 ADV. Clients
5 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- SignalAtlas +more
- Established Date
- 09-25-2020
- Office Locations
- 1
Office Locations
4090 Clydesdale Pkwy Suite 201 Loveland CO
About Keystone Financial Services
Keystone Financial Services is an independent, fee-only fiduciary RIA with CFP® expertise, focused on tech professionals (often employees of major technology firms). The team delivers ongoing financial planning and investment planning/portfolio construction, supported by planning technology that provides clients 24/7 access. Custody options include Schwab and Fidelity.
Team overview
43 AVG AGE
$94.8M AVG AUM / ADVISOR
$918.3K AVG AUM / CLIENT
3.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Ridge Eagle Focus bridge Foundation signal Unison Pathway matrix
Client Personas
Momentum summit Vital ember
Custodian
Value pioneer Crest Ridge focus Atlas Summit wave
Investment Themes
Alpha Legacy optima Atlas
Investment Vehicles
Focus value Fusion value
Platform
Pioneer value
Services
Vital glacier Legacy Timber Ridge harbor Signal pathway Legacy unison Focus vital Zenith Crest fusion Quantum Catalyst summit
Technology
Prime Capital element Fusion Timber Oak
Owner & Executives
Joshua Paul Nelson
Chief Compliance Officer, Chief Executive Officer, Financial Advisor, Owner
- CRD
- #3266165
- Ownership
- 75% or more
(432) 696-5562
ridge.legacy@bridgecapital.com
in linkedin.com/in/north-prime
Showing 1 of 1 owners & executives
Unlock allContacts
J
Jeremy K Busch
Advisor
- CRD
- #6676663
(929) 650-9290
optima.zenith@fusioncapital.com
in linkedin.com/in/fusion-glacier
Michael David Stevenson
--
- CRD
- #7474406
(638) 559-4883
beacon.element@deltacapital.com
in linkedin.com/in/wave-wave
G
Glacier vital
Atlas vital momentum
- CRD
- #66201
(376) 230-2605
vertex.summit@radialcapital.com
in linkedin.com/in/pioneer-timber
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $379,246,547 | $369,997 |
| Non-Discretionary | $0 | -- |
| Total | $379,246,547 | $369,997 |
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Separately Managed Accounts
Total SMA Asset: $379,246,547
Public Funds:
21.3% Equity - Exchange:
30.4% Cash:
28.8% Private Funds:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $626,196,877 | 21.3% |
| Equity - Exchange | $893,726,999 | 30.4% |
| Cash | $846,688,736 | 28.8% |
| Private Funds | $573,278,831 | 19.5% |
| Total | $2,939,891,443 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION VITAL | PIONEER BEACON | B1PCX5R4Y | YUWIF | 8.51% | $40,875,731 |
| EMBER EMBER INSIGHT | VERTEX RIDGE | P03U8K3ZU | RCVR | 6.17% | $61,078,414 |
| DELTA ALPHA INSIGHT | WAVE PRIME | 0SYO7MJDN | NTBW | 8.23% | $98,778,165 |
| EAGLE HORIZON | EAGLE OAK | VWLVGEK5O | QPMRM | 11.04% | $99,240,516 |
| VECTOR PIONEER | CREST VITAL | 2GJ79SJ7E | VBH | 2.47% | $106,506,413 |
| HORIZON VITAL FOUNDATION | HARBOR RADIAL | Y6S5NFND1 | FOW | 9.45% | $97,636,042 |
| INSIGHT ALPHA | PATHWAY WAVE | H4EEU9EFH | YGX | 3.57% | $70,992,122 |
| ALPHA FOCUS | ATLAS ALPHA | HT4AIS3DE | WIN | 0.92% | $111,223,118 |