Ryan Patrick McCafferty

Financial advisor at Keystone Financial Group, Inc. · Atlanta, GA

Last updated 2026-10-10

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Ryan Patrick McCafferty is a financial advisor at Keystone Financial Group, Inc. in Atlanta, GA, CRD 6365889. Licenses and exams on the registration: Series 66. IAPD registration began 2014-09-15.

Registration

CRD number
6365889
Registration status
Active
IAPD registration
2014-09-15
Industry Experience
12 years
Work Experience
12 years
States registered
GA

Licenses and exams

  • Series 66

Designations

  • CFP®

Work history

  • 2014-06 to 2017-10 · Morgan Stanley · Pittsburgh, PA
  • 2017-11 to Present · Keystone Financial Group, Inc. · Atlanta, GA

Current employment

SEC IAPD record for Ryan Patrick McCafferty

Keystone Financial Group, Inc.

Regulatory AUM
$247,434,680
Registered advisors
7
Offices
1
Clients per advisor
41.3 (Low)
Average AUM per client
$856.2K (Low)
High-net-worth client ratio
23.2% (Moderate)

Keystone Financial Group, Inc.: advisors, services and reported ETF investments

About

Ryan Patrick McCafferty is a CFP® financial advisor at Large and Gilbert Wealth Advisory, operating as Keystone Financial Group, Inc. in Atlanta, GA. Reported securities licenses include Series 66. The latest record indicates 12 years of industry experience and 12 years of reported work history.

Keystone Financial Group, Inc.'s firm-level Form ADV reports 7 advisors across 1 offices; approximately 41.3 clients per advisor, average assets per client of $856,175, and regulatory AUM of $247.4M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses, and Other; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, and Other Advisory Service.

PortfolioFuture's firm-level 13F analysis covers $161.5M across 71 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Ryan Patrick McCafferty personally.

Reported ETF positions

Keystone Financial Group reports 71 ETF positions worth $161.5M on Form 13F; the largest are listed.

Largest ETF positions reported by Keystone Financial Group
FundReported value
DFAU — Dimensional US Core Equity Market ETF$32.1M
VPLS — Vanguard Core Plus Bond ETF$22.7M
SCHD — Schwab US Dividend Equity ETF$12.1M
VIG — Vanguard Div Appreciation ETF$11.7M
VSDM — Vanguard Short Duration Tax-Exempt Bond ETF$10.9M

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

What this firm offers

Filed by Keystone Financial Group, Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Other Advisory Service

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)

Business and affiliations

  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Accountant or Accounting Firm

Location

6849 Peachtree Dunwoody Road, Atlanta, GA 30328

7 advisors at this office.

Keystone Financial Group office in Atlanta, GA

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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