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Keystone Financial

Keystone Financial. CRD 336237

Keystone Financial logo

CRD: 336237

Keystone Financial

EAU Claire, WI, 54701
7158356022
keystonecv.com
$51.2M Total AUM
$51.2M Disc. AUM
-- 3Y CAGR
3 Employees
258 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS
Clients
Retail and Institutional
Platforms
OptimaSummit delta +more
Established Date
06-05-2025
Office Locations
1

Office Locations

4252 Southtowne Drive , Suite D EAU Claire WI

About Keystone Financial

KeyStone Financial (The Keystone Group LLC, an SEC-registered investment adviser) provides holistic retirement planning for retirees and pre-retirees in the Eau Claire/River Falls, WI area. The firm delivers a written “Keystone Retirement Roadmap” spanning investment strategy, income and tax planning, Medicare and long-term care, plus insurance solutions, and uses Nitrogen (Riskalyze) portfolio risk analysis while hosting educational seminars and resources.

Team overview

56 AVG AGE
$25.6M AVG AUM / ADVISOR
$198.5K AVG AUM / CLIENT
1.1 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Pathway Optima Pioneer Ember vital Alpha fusion Element frontier

Client Personas

Focus frontier Timber Peak delta

Custodian

Optima timber Delta summit Pioneer

Investment Themes

Atlas catalyst Matrix element Unison north Horizon

Investment Vehicles

Summit

Services

Vector frontier Ember Catalyst harbor Summit atlas Eagle glacier Focus Radial Timber Summit summit Fusion Quantum

Technology

Momentum signal Meridian wave Element vital Foundation Beacon

Owner & Executives

J

Jesse Josiah Becker

Chief Compliance Officer, Managing Member

CRD
#7832063
Ownership
75% or more
(483) 507-4203
frontier.atlas@focuscapital.com
in linkedin.com/in/ridge-alpha

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Contacts

P

PATRICK J COUTURE

--

CRD
#6054280
(629) 925-8470
ember.signal@oakcapital.com
in linkedin.com/in/summit-ember

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $51,207,207 --
Non-Discretionary $0 --
Total $51,207,207 --

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Separately Managed Accounts

Total SMA Asset: $51,207,207

$51.2M Total SMA
Public Funds:
46.2%
Equity - Exchange:
11.5%
Cash:
42.3%
Asset class Assets Assets %
Public Funds $1,950,017,108 46.2%
Equity - Exchange $485,393,869 11.5%
Cash $1,785,405,273 42.3%
Total $4,220,816,250 100.0%

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