Keystone Financial Resources, LLC: new SEC registration, $179M AUM, Brentwood, TN
Keystone Financial Resources, LLC (Brentwood, Tennessee): new SEC registration, $179M AUM, Brentwood, TN. Its amount of 179 is above the median of 134 (64th percentile). Dated 153 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 179 · 64th percentile of 1,149 NewRiaPulse records · 1.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 21 related TN NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Keystone Financial Resources, LLC |
| Legal name | Keystone Wealth Alliance, LLC |
| CRD | 341495 |
| Status | Approved |
| Registered with the SEC | 2026-06-04 |
| Latest Form ADV filing | 2026-09-16 |
| Location | Brentwood, TN, United States |
| Regulatory AUM | $178,528,735 |
| Accounts | 348 |
| Employees | 4 |
| Website | https://www.keystonewealtalliance.com |
| amount percentile | 64th of 1,149 (median 134, 1.3x median) |
| Peer records CSV (22 TN records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-06-04
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (TN first): Sagepoint Capital Partners LLC · Hcip Advisors, LLC · Rare Capital Management, LLC · Ridgeline Capital Management, LLC · Highland Rim Capital, L.P. · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Keystone Financial Resources, LLC and 22 Tennessee peers
- Tennessee NewRiaPulse records like this one: 22
- Keystone Financial Resources, LLC's amount: 64th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Tennessee peer: $4,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $179M under management.
- Website on file.
What is the NewRiaPulse record for Keystone Financial Resources, LLC in Brentwood, Tennessee?
Keystone Financial Resources, LLC received SEC registration as an investment adviser (2026-06-04) with $178,528,735 in regulatory assets under management, based in Brentwood, TN.
How does Keystone Financial Resources, LLC compare to other Tennessee NewRiaPulse records?
Its amount of 179 sits in the upper half (64th percentile) of 1,149 records; the median is 134. It is 153 days old; check the official source for later updates before acting.
Keystone Financial Resources, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Keystone Financial Resources, LLC | Brentwood, TN | 179 | 64th | 2026-06-04 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
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NewRiaPulse: $100M-$500M NewRiaPulse: records in Tennessee NewRiaPulse: Approved
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✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.