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Keystone Financial Group, Inc.
Keystone Financial Group, Inc. is an SEC-registered investment adviser headquartered in Atlanta, Georgia, founded in 1999 by CPAs Rhonda Gilbert and Tom Savage. The firm provides comprehensive financial advisory services to local business owners and individuals, focusing on portfolio management, personal wealth planning, life insurance, and employer-sponsored retirement plans. With a team led by Andrew Gilbert (CIO) and Ryan McCafferty, Keystone emphasizes customized strategies and client education. The firm is recognized for its experience in accounting, finance, and investment planning, serving clients across various financial needs.
Investment Strategy
Keystone Financial Group provides customized wealth management and financial planning services, developing investment portfolios tailored to clients’ goals, risk tolerance, and financial circumstances. Their approach includes portfolio management, personal financial planning, retirement plan advisory, and tax-efficient investment strategies. The firm emphasizes long-term planning, asset allocation, risk management, and incorporates both active oversight and personalized solutions for individual and business clients.
Latest 13F Filing Activity
Keystone Financial Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 125 equity positions with a total 13F market value of $177M. The fund increased holdings in FB Finl Corp., Vanguard Malvern FDS, Vanguard Specialized Funds among other positions. Keystone Financial Group, Inc. reduced exposure to Ishares TR, Ishares TR, Innovator Etfs Trust among others.
Top Holdings
Equity Positions (125)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAU | DIMENSIONAL ETF TRUST | 16.08% | $28.5M | 623,534 | $40.35 | $45.76 | +$1.1M |
S SGOV | ISHARES TR | 10.25% | $18.2M | 180,670 | $100.42 | $100.70 | -$30.2K |
V VPLS | VANGUARD MALVERN FDS | 7.18% | $12.7M | 162,001 | $77.43 | $78.63 | +$3.1M |
S SCHD | SCHWAB STRATEGIC TR | 5.51% | $9.8M | 358,233 | $27.36 | $27.30 | +$167.6K |
V VIG | VANGUARD SPECIALIZED FUNDS | 5.40% | $9.6M | 44,243 | $198.14 | $215.79 | +$1.3M |
Industry Allocation
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