# Keymark Financial

> Keymark Financial is a state-registered investment advisory firm in Rolling Hills Estates, CA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 288302
- Filed as: KEYMARK FINANCIAL
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Rolling Hills Estates, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/288302
- AdvisorCensus page: https://advisorcensus.com/firm/keymark-financial-rolling-hills-estates-ca-288302

## Quick answers

**How is Keymark Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Keymark Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Keymark Financial located?**
Keymark Financial's principal office is in Rolling Hills Estates, CA, according to its Form ADV.

**Is Keymark Financial registered with the SEC or a state?**
Keymark Financial is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 288302.

**How much does Keymark Financial manage?**
Keymark Financial reports $40,485,182 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Keymark Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (105); high net worth individuals (12); charitable organizations (1).

**Does Keymark Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/288302

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $40,485,182
- Discretionary: $40,485,182
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 105 | $12,815,297 |
| High net worth individuals | 12 | $27,003,279 |
| Charitable organizations | 1 | $666,606 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- keymarkfinancial.net
- LinkedIn @MARKBOUJIKIAN-KEYMARKFINANCIAL

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keymark Financial (CRD 288302): Form ADV filing data as of October 2026.