Data / Investment advisers / Nevada / Keystate Advisory, LLC
Keystate Advisory, LLC, Las Vegas, NV: $16.6 billion AUM, SEC registered investment adviser
Keystate Advisory, LLC is an SEC registered investment adviser with its main office in Las Vegas, Nevada and reports $16.6 billion in regulatory assets under management in its Form ADV filed March 24, 2026. Its clients include banks and thrifts and insurance companies. It is paid through a percentage of assets under management and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 156226
- SEC file number
- 801-72123
- SEC status
- Approved, effective January 19, 2011
- Main office
- 3883 Howard Hughes Pkwy Suite 500, Las Vegas, NV 89169
- Phone
- (702) 598-3738
- Website
- key-state.com
- Regulatory AUM
- $16,594,783,593 in the Form ADV filed March 24, 2026
- Discretionary AUM
- $11,307,718,513
- Non discretionary AUM
- $5,287,065,080
- Accounts
- 80
- Employees
- 8, of which 8 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Other offices
- 1
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 24, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Banking or thrift institutions | 58 | $16.50 billion |
| Insurance companies | 22 | $97.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $16.59 billion | March 24, 2026 |
| December 1, 2025 | $18.15 billion | March 19, 2025 |
Other advisers in Las Vegas
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Simplify Asset Management Inc. | Las Vegas | $14.05 billion | Not listed | adviserinfo.sec.gov |
| The Ameriflex Group | Las Vegas | $9.66 billion | Not listed | adviserinfo.sec.gov |
| The Wealth Consulting Group | Las Vegas | $6.28 billion | Not listed | adviserinfo.sec.gov |
| The Investment Counsel Company | Las Vegas | $2.18 billion | Not listed | adviserinfo.sec.gov |
| Arista Wealth Management, LLC | Las Vegas | $1.20 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Las Vegas, NV
- Investment advisers in Nevada
- Advisers with $10 billion to $100 billion in AUM
- Advisers serving banks and thrifts
- Advisers serving insurance companies
- Keystate Advisory, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.