# Large and Gilbert Wealth Advisory

> Large and Gilbert Wealth Advisory is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 11, 2026.

- CRD: 129301
- Filed as: LARGE AND GILBERT WEALTH ADVISORY
- Legal name: Keystone Financial Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: September 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/129301
- AdvisorCensus page: https://advisorcensus.com/firm/large-and-gilbert-wealth-advisory-atlanta-ga-129301

## Quick answers

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

**How much does Large and Gilbert Wealth Advisory charge?**
Its Form ADV Part 2A brochure dated February 11, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it); Flat fee: $1,500 to $7,500 (financial planning and consulting services); Hourly rate: $250 an hour (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Large and Gilbert Wealth Advisory located?**
Large and Gilbert Wealth Advisory's principal office is in Atlanta, GA, according to its Form ADV.

**Is Large and Gilbert Wealth Advisory registered with the SEC or a state?**
Large and Gilbert Wealth Advisory is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 129301.

**How much does Large and Gilbert Wealth Advisory manage?**
Large and Gilbert Wealth Advisory reports $247,434,680 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary).

**How have Large and Gilbert Wealth Advisory's assets and staff changed since 2021?**
In the Form ADV data for Large and Gilbert Wealth Advisory: Regulatory assets under management: $111,813,064 in the October 2021 data and $247,434,680 in the October 2026 data, up 121%. Total employees: 6 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Large and Gilbert Wealth Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (210); high net worth individuals (67); pension and profit sharing plans (but not the plan participants or government pension plans) (6).

**Which custodians does Large and Gilbert Wealth Advisory use?**
Large and Gilbert Wealth Advisory's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Large and Gilbert Wealth Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/129301

**Does Large and Gilbert Wealth Advisory state an account minimum?**
Its Form ADV Part 2A brochure dated February 11, 2026 says: "In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size."

**What changed in Large and Gilbert Wealth Advisory's recent Form ADV filings?**
In the May 2026 filing data: Registered or notice-filed in AL.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 11, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> Our fee for portfolio management services is based on a percentage of the assets in your account and generally range from 0.50% to 1.50%. Our advisory fee is negotiable, depending on individual client circumstances.

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> In general, we require a minimum of $250,000 to open and maintain an advisory account. At our discretion, we may waive this minimum account size.

- Flat fee: $1,500 to $7,500 (financial planning and consulting services)

> We offer financial planning and consulting services on both a fixed fee basis and an hourly fee basis. Our fixed fees range between $1,500 and $7,500

- Hourly rate: $250 an hour (financial planning and consulting services)

> We offer financial planning and consulting services on both a fixed fee basis and an hourly fee basis. Our fixed fees range between $1,500 and $7,500 and our hourly fee is $250.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $247,434,680
- Discretionary: $247,434,680
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 210 | $41,497,880 |
| High net worth individuals | 67 | $192,894,566 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 6 | $8,562,114 |
| Charitable organizations | 1 | $2,446,779 |
| Corporations or other businesses not listed above | 4 | $1,206,463 |
| Other | 1 | $826,878 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2021 (5 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $111,813,064 | 6 | May 6, 2021 |
| October 2022 | $142,213,877 | 6 | May 5, 2022 |
| October 2023 | $133,201,500 | 6 | September 8, 2023 |
| October 2024 | $180,208,771 | 6 | February 5, 2024 |
| October 2025 | $199,587,555 | 6 | July 22, 2025 |
| October 2026 | $247,434,680 | 7 | September 11, 2026 |

Regulatory assets under management: $111,813,064 in the October 2021 data and $247,434,680 in the October 2026 data, up 121%.
Total employees: 6 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Registered or notice-filed in AL.

### March 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $199,587,555 to $247,434,680 (+24%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Large and Gilbert Wealth Advisory (CRD 129301): Form ADV filing data as of October 2026.