# Keystone Financial Group

Keystone Financial Group is a Pension Fund based in Lexington, United States.

## Overview

- **Organization type:** Pension Fund
- **Headquarters:** Lexington, United States
- **Region:** North America
- **Address:** Lexington, KY, United States
- **Founded:** 1942
- **Assets under management:** 943 (Altss estimate)
- **Website:** www.buckscounty.org

## Regulatory record

- **CRD number:** 129301
- **SEC file number:** 801-79274
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-27T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129301

## About

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.

## Sectors

- Real Estate
- Financial Services

## People

- Tobin Ray Jenkins — Managing Member and CCO
- Michael W. Kretz — Managing Member
- Timothy Scott Jenkins — Managing Member
- David R. Guttery — President

## 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.

## Related profiles

- [Yinke Venture Capital](https://altss.com/profile/yinke-venture-capital)
- [DIC Pension Fund](https://altss.com/profile/dic-pension-fund)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/keystone-financial-group-llc

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