CRD: 150622
Keystone Investment Advisors, LLC
$66.5M Total AUM
$66.5M Disc. AUM
-- 3Y CAGR
2 Employees
54 ADV. Clients
16 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Nationwide · TD Ameritrade
- Clients
- Retail
- Platforms
- Crest frontier
- Established Date
- 07-10-2009
- Office Locations
- 1
Office Locations
10521 Perry Highway, Suite 310 Wexford PA
About Keystone Investment Advisors, LLC
Keystone Investment Advisors is a fee-only, fiduciary RIA providing customized portfolio management aligned to client goals, life stage, and risk tolerance. The firm also delivers financial planning and retirement plan consulting, with a focus on helping small business owners evaluate workplace plan solutions. Client portfolios may incorporate ETFs and are custodied at Charles Schwab.
Team overview
55 AVG AGE
$33.2M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
16.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Oak capital Capital Catalyst Vertex
Client Personas
Prime momentum Beacon
Custodian
Crest
Investment Themes
Ridge ember Focus
Investment Vehicles
Alpha signal
Services
Legacy Oak unison Element crest Signal Harbor pathway Catalyst insight Delta catalyst Glacier bridge
Technology
Ember vital
Owner & Executives
GREGORY ALAN BURD
Director
- CRD
- #4674625
- Ownership
- 25% but less than 50%
(564) 708-7716
insight.horizon@alphacapital.com
in linkedin.com/in/catalyst-quantum
C
CHRISTOPHER STANLEY CAMPANELLA
Director
- CRD
- #1854433
- Ownership
- 25% but less than 50%
(325) 936-8254
signal.unison@catalystcapital.com
in linkedin.com/in/ridge-element
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $66,494,843 | -- |
| Non-Discretionary | $0 | -- |
| Total | $66,494,843 | -- |
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Separately Managed Accounts
Total SMA Asset: $66,494,843
Other:
23.6% Equity - Exchange:
18.8% Cash:
19.6% U.S. Government/Agency:
8.7% Corporate - Investment Grade:
10.8% Municipal Bonds:
18.5% | Asset class | Assets | Assets % |
|---|---|---|
| Other | $272,071,534 | 23.6% |
| Equity - Exchange | $216,734,951 | 18.8% |
| Cash | $225,957,715 | 19.6% |
| U.S. Government/Agency | $100,297,557 | 8.7% |
| Corporate - Investment Grade | $124,507,312 | 10.8% |
| Municipal Bonds | $213,276,414 | 18.5% |
| Total | $1,152,845,483 | 100.0% |