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Keystone Financial Group
Keystone Financial Group operates as an RIA with three equal managing members. The firm lists a 1942 establishment date in one record but provides no founding...
Keystone Financial Group
Keystone Financial Group operates as an RIA with three equal managing members. The firm lists a 1942 establishment date in one record but provides no founding narrative tied to a specific wealth creator. The adviser holds public equities including Apple, Alphabet and Palantir. It also maintains exposure to private real estate investment trusts and managed futures funds. Geographic reach covers the United States and global commodity markets. The firm lists four philanthropic board affiliations and two professional memberships. No recent operational events from the last 24 months appear in the record. Three equal owners control the entity with no disclosed external capital or succession vehicle.
General information
Firm type
Pension Fund
Year founded
1942
Location
Region
North America
Country
United States
City
Lexington
Corporate office
Lexington, KY, United States
Principals
Tobin Ray Jenkins
Managing Member and CCO
Michael W. Kretz
Managing Member
Timothy Scott Jenkins
Managing Member
David R. Guttery
President
Sector focus
Frequently asked questions
Who runs investment decisions at Keystone Financial Group?
Tobin Ray Jenkins serves as Managing Member and CCO. Michael W. Kretz and Timothy Scott Jenkins are equal Managing Members.
Does Keystone Financial Group participate in fund commitments or only direct deals?
The firm holds positions in private real estate investment trusts and managed futures funds as a limited partner.
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