Keystone Capital Markets

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Irvine, California
CRD number
288767
Registered since
August 28, 2017

Firm profile

FINTRX

Overview

Keystone Capital Markets is organized as a limited liability company and is classified in the data as an investment bank. Ownership is listed as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. Other adviser-related flags in the record — including multi-state adviser, pension consultant, newly formed adviser, and related adviser — are all set to No. The dataset provides no detail on specific business lines, advisory services, fee schedules, or client segments, so there is no granular public description of how Keystone Capital Markets sources or structures deals, or whether it provides discretionary investment management versus transactional or advisory services.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 12
  • Edward Smith

    OwnerCRD 3143679

  • David Luvisa

    David Luvisa

    Managing DirectorCRD 1643896

  • Randy Krauthamer

    Randy Krauthamer

    Managing DirectorCRD 2203908

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Irvine, CA

Orange

Location

Irvine, CA

Headquartered in Irvine, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Orange
Address
20 Pacifica
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth