SourcingSourcing

THE KEYSTONE FINANCIAL ALLIANCE, LLC

B57
CRD 168760·SEC 801-115035·ATLANTA, GA
AUM
$164.7M
$100M-$500M
Est. Revenue
$1.6M
@ 1% on AUM
Est. EBITDA
$494K
@ 30% margin
Est. Deal Value
$4.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
THE KEYSTONE FINANCIAL ALLIANCE, LLC
CRD
168760
SEC file #
801-115035
EIN
—
DBA names
—

Economics

AUM
$164.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$108.1M → $164.7M▲ +52%
Client mix
Individuals High Net Worth75
Individuals Other44

Operations

Employees (total)
3
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'20'26
2 advisors → 1 advisors▼ -50%
Primary office
ATLANTA GA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
mykfa.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HENDERSON, BRIAN, BENNETT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
HENDERSON, BRIAN, BENNETT
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MYKFA.COM
Rdap Domain Creation Date
2006-02-23T19:23:04Z
Rdap Firm Age Years
20
Rdap Firm Age Band
20+y
Rdap Registrar
Cloudflare, Inc.

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-23T19:23:04Z
Rdap Domain Last Changed
2025-08-01T13:46:58Z
Rdap Nameservers
Ingrid.ns.cloudflare.comKhalid.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer Prohibited
Top Owner CRD
4269310
Trust Company Affiliate
No

People (1)

1
HENDERSON, BRIAN, BENNETT
IAR · Direct Owner · 87.5%
4269310