Keystone Capital Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Keystone Capital Advisors LLC is a newly formed registered investment adviser that provides discretionary portfolio management and wealth management services to individuals, high‑net‑worth clients, trusts, and estates. The firm also offers comprehensive financial planning—either as part of wealth management or as standalone, fixed‑fee engagements—and provides advice on retirement accounts.
The firm primarily employs fundamental analysis to construct long‑term, equity‑focused portfolios built around individual stocks, with supplemental use of exchange‑traded funds and low‑cost mutual funds, and it monitors accounts on an ongoing basis with authority to rebalance or trade as needed. Clients may place reasonable investment restrictions, and the advisor typically delivers written financial plans or consultations within the agreed engagement period.
Distinctive aspects disclosed in the brochure include the principal’s concurrent roles in affiliated real estate businesses and licensed real estate activity, with approximately 20% of business time devoted to property management and real estate consulting—an affiliation the firm discloses as part of its compliance practices. The firm does not manage private or proprietary funds, and its combination of fixed‑fee standalone planning, individual equity portfolio emphasis, and explicit real estate affiliations sets it apart from many peers.
Client services
Expertise
Fee options
Financial planning fees range from $500 to $2,500 per engagement, negotiable based on complexity
Up to 2.00% annually (based on scope of services, asset level, complexity, and relationship)
Main office
101 Auburn Street, Unit #1
Auburn MA 01501
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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