KEYSTONE FINANCIAL PLANNING, INC.

HTTP://WWW.KEYSTONEFIN.COM CLEVELAND, OH Investment Advisor How do I update this listing?

Keystone Financial Planning is based out of Cleveland. Keystone Financial Planning is a large advisory firm with 102 clients and discretionary assets under management (AUM) of $209,563,452 (Form ADV from 2019-03-13). Their last reported 13F filing for Q3 2019 included $209,489,000 in managed 13F securities and a top 10 holdings concentration of 38.69%. Keystone Financial Planning's largest holding is Schwab US Dividend Equity ETF with shares held of 193,623. Keystone Financial Planning has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 24 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $209.489 Million
  • Prior Market Value $204.392 Million
  • New Purchases1 stock
  • Additional Purchases18 stocks
  • Sold out of2 stocks
  • Reduced holdings in21 stocks
  • Top 10 Holdings % 38.69 %
  • Turnover % [1]:6.52%
  • Turnover Alt % [2]: 5.77 %
  • Time Held Top20:10.15 quarters
  • Time Held Top10:9.10 quarters
  • Time Held All:16.09 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.32%
Performance Last 4 Quarters: 3.38%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

KEYSTONE FINANCIAL PLANNING, INC
7261 ENGLE ROAD #308
MIDDLEBURG HEIGHTS OH    44130
Country: United States

Business Phone: 440-234-6323
Fax: 440-234-6844
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Corporation
Organized in: OH
Number of employees: 2
Other Business Activities: accountant or accounting firm
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 102
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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KEYSTONE FINANCIAL PLANNING, INC

ownership team - last updated 2019-03-13
Name Title Start Date Direct/Indirect % Ownership
SECHLER, KEITH, L. PRESIDENT/TREASURER 08/01/1986 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
KEYSTONE FINANCIAL PLANNING INC PRESIDENT/TREASURER direct 1986-08-01
KEYSTONE FINANCIAL PLANNING INC PRESIDENT direct 1986-08-01 2014-02-10
PALUMBO, BRIGITTE CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY 08/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
KEYSTONE FINANCIAL PLANNING INC CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY direct 2014-08-01
BOROWIAK, LINDA, A. SHAREHOLDER 08/01/1986 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KEYSTONE FINANCIAL PLANNING INC SHAREHOLDER direct 1986-08-01
KEYSTONE FINANCIAL PLANNING INC VICE PRESIDENT direct 1986-08-01 2004-02-06
KEYSTONE FINANCIAL PLANNING INC VICE PRESIDENT/CCO direct 1986-08-01 2006-01-31
KEYSTONE FINANCIAL PLANNING INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1986-08-01 2014-02-10

KEYSTONE FINANCIAL PLANNING INC

ownership team - last updated 2017-02-08
Name Title Start Date Direct/Indirect % Ownership
SECHLER, KEITH, L. PRESIDENT/TREASURER 08/01/1986 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
KEYSTONE FINANCIAL PLANNING INC PRESIDENT/TREASURER direct 1986-08-01
KEYSTONE FINANCIAL PLANNING INC PRESIDENT direct 1986-08-01 2014-02-10
PALUMBO, BRIGITTE CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY 08/01/2014 Direct less than 5%
Fund Name Position direct/indirect start date end date
KEYSTONE FINANCIAL PLANNING INC CHIEF COMPLIANCE OFFICER/VICE PRESIDENT/SECRETARY direct 2014-08-01
BOROWIAK, LINDA, A. SHAREHOLDER 08/01/1986 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
KEYSTONE FINANCIAL PLANNING INC SHAREHOLDER direct 1986-08-01
KEYSTONE FINANCIAL PLANNING INC VICE PRESIDENT direct 1986-08-01 2004-02-06
KEYSTONE FINANCIAL PLANNING INC VICE PRESIDENT/CCO direct 1986-08-01 2006-01-31
KEYSTONE FINANCIAL PLANNING INC VICE PRESIDENT/CHIEF COMPLIANCE OFFICER direct 1986-08-01 2014-02-10

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