KEYSTONE CAPITAL

155 N. Wacker Dr.
Suite 4150
Chicago, Illinois 60606
Tel: 312-219-7900

About KEYSTONE CAPITAL

KEYSTONE CAPITAL, formally registered with the SEC as KEYSTONE CAPITAL. The firm was established in 06/29/2021. They have over 1 offices throughout the country.

KEYSTONE CAPITAL is a Chicago, Illinois based Financial Planning firm with nearly $1,163,588,749 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	314798
SEC#	801-121617
Assets Managed by Firm	$1,163,588,749
No. of Clients	4
No. of Advisors	24

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	4	$1,163,588,749

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