Keystone Capital Markets

Broker-DealerFINRA MemberEst. 2017
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 that is classified as an investment bank. The entity shows SEC registration dating to 2017 and lists ownership by both a domestic entity and an individual. Publicly available profile fields for client types, fee schedules, and detailed business or advisory activities are sparse; the firm has not supplied substantive descriptions of its operating model or client segmentation. The snapshot data flags several regulatory/status items: Keystone is not identified as a capital allocator, it does not report being an active ESG investor, and it is not listed as a multi-state or newly formed adviser. It also is not shown as a pension consultant or a related adviser.

Assets & Accounts

Location & Offices

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

Unlock 9 more contacts

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