SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Large and Gilbert Wealth Advisory
Atlanta, GA
Keystone Financial Group, Inc., CRD 129301
Firm filing updated September 11, 2026 ·
- $247.4MAssets
- 5Advisory staff
- 630Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals210
- High net worth individuals67
- Pension and profit sharing plans6
- Corporations or other businesses4
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 210 | $41.5 million |
| High net worth individuals | 67 | $192.9 million |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $8.6 million |
| Charitable organizations | Fewer than 5 clients | $2.4 million |
| Corporations or other businesses not listed above | 4 | $1.2 million |
| Other: "TRUSTS" | Fewer than 5 clients | $826,878 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 5 services
- Pension consulting services
- Other: "ADVISORY CONSULTING"
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other: "ADVISORY CONSULTING"
Assets and accounts
- Regulatory assets$247.4 million
- Accounts630
- DiscretionaryAll accounts
People
- Employees7
- Advisory staff5
- Broker-dealer reps0
- Licensed insurance agents6
- Planning clients51 to 100
Advisors
4 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Keystone Financial Group, Inc. SEC-registered investment advisor. CRD 129301, SEC file 801-121415.
- Registered with the SEC as an investment advisor (status date on record: June 4, 2021).
Is Large and Gilbert Wealth Advisory a fiduciary?
Short answer: Large and Gilbert Wealth Advisory is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
6 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.