KF
Keystone Financial Consultants, Inc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 126704
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ADV data as of Mar 30, 2022
- Regulatory AUM
- $41.7M
- Discretionary
- $41.7M
- Clients
- 36
- Avg AUM / client
- $1.2M
- Accounts
- 69
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 24 | $18.4M | 44.2% |
| High net worth individuals | 12 | $23.3M | 55.8% |
| Corporations and other businesses | Fewer than 5 clients | $166 | 0.0% |
People (1)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Robert Ashley Corbitt | Registered representative | CFP | May 2019 (7y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2022 | 990 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • CONSULTATION FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Other services
Custody
Reported custodians
- Fidelity Brokerage Services $41.7M (100% of AUM) Mar 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2022.
View current Form ADV (SEC/IAPD) ↗