A complete list of active advisors currently associated with Keystone Capital Advisors LLC

Warmer can help you find a great advisor at Keystone Capital Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Keystone Capital Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
James Black	Auburn, MA	0

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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