Data / Investment advisers / Virginia / Keystone Asset Management, Inc.
Keystone Asset Management, Inc., McLean, VA: $261 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Keystone Asset Management, Inc. is an SEC registered investment adviser with its main office in McLean, Virginia and reports $261 million in regulatory assets under management in its Form ADV filed March 29, 2024. Its clients include high net worth individuals, individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Keystone Asset Management, Inc. (CRD number 130101): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 130101
- SEC file number
- 801-62685
- SEC status
- Approved, effective January 15, 2004
- Main office
- 1430 Spring Hill Rd Ste 425, McLean, VA 22102
- Phone
- (703) 734-3400
- Website
- keyami.com
- Regulatory AUM
- $261,000,000 in the Form ADV filed March 29, 2024
- Discretionary AUM
- $241,000,000
- Non discretionary AUM
- $20,000,000
- Accounts
- 134
- Employees
- 5, of which 2 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 29, 2024
- 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 |
|---|---|---|
| High net worth individuals | 89 | $224 million |
| Individuals (other than high net worth individuals) | 39 | $21 million |
| Pension and profit sharing plans | 2 | $13 million |
| Charitable organizations | 4 | $3 million |
Other advisers in McLean
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Sagevest Wealth Management | McLean | $423.2 million | Not listed | adviserinfo.sec.gov |
| Alexander Randolph Advisory Inc | McLean | $403.9 million | Not listed | adviserinfo.sec.gov |
| 4j Wealth Management, LLC | McLean | $348.1 million | Not listed | adviserinfo.sec.gov |
| Advisors Financial, Inc. | McLean | $321.2 million | Not listed | adviserinfo.sec.gov |
| Capitol Financial Consultants, Inc. | McLean | $269.2 million | Not listed | adviserinfo.sec.gov |
| Argo Wealth Advisory, LLC | McLean | $256.2 million | Not listed | adviserinfo.sec.gov |
| Sanchez & Zures, LLC | McLean | $241.9 million | Not listed | adviserinfo.sec.gov |
| Alpha Financial Advisors, LLC | McLean | $218.3 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in McLean, VA
- Investment advisers in Virginia
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Keystone Asset Management, Inc. on the SEC's adviser search
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.