# Keystone Advisory Group

> Keystone Advisory Group is a state-registered investment advisory firm in Hollister, CA, registered since 2014, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 168574
- Filed as: KEYSTONE ADVISORY GROUP
- Legal name: The Monroe Team, Inc
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hollister, CA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/168574
- AdvisorCensus page: https://advisorcensus.com/firm/keystone-advisory-group-hollister-ca-168574

## Quick answers

**How is Keystone Advisory Group compensated?**
On its Form ADV (Item 5.E, October 2026), Keystone Advisory Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Keystone Advisory Group located?**
Keystone Advisory Group's principal office is in Hollister, CA, according to its Form ADV.

**Is Keystone Advisory Group registered with the SEC or a state?**
Keystone Advisory Group is a state-registered investment advisory firm, registered since 2014. Status as filed: APPROVED. CRD 168574.

**How much does Keystone Advisory Group manage?**
Keystone Advisory Group reports $67,778,058 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Keystone Advisory Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (101); high net worth individuals (21).

**Does Keystone Advisory Group 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/168574

## 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: $67,778,058
- Discretionary: $67,778,058
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 101 | $35,317,698 |
| High net worth individuals | 21 | $32,460,360 |

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

### Firm details
- Registered since: 2014 (12 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AZ, CA, OR
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thekey2retire.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keystone Advisory Group (CRD 168574): Form ADV filing data as of October 2026.