Keystate Advisory, LLC

Overview

Keystate Advisory, LLC is an SEC registered investment adviser based in Las Vegas, NV, registered since 2011. It reports $16.6B in assets under management across 80 accounts, with 8 employees. It has 9 investment adviser representatives.

Reported AUM

$16.6B

Discretionary

68%

Accounts

80

Average account

$207M

Employees

8

Advisory reps

9

Registered since

2011

Jurisdictions

2

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Portfolio Management for Businesses or Institutional Clients

Client types

• Banks or Thrifts
• Insurance Companies

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 6

• Joshua Cael Miller Chief Compliance Officer, Chief Executive Officer CRD 5878557
• Monte Lynn Miller Executive Chairman CRD 5878558
• Brian James Amend Chief Operating Officer CRD 6913613

3 more executive officers, with direct contact details

Advisory reps 3 of 9

• Brian James Amend Investment Adviser Rep CRD 6913613
• Ivan Shawn Farris Investment Adviser Rep CRD 5690899
• Patrick Michael Hidden Jr. Investment Adviser Rep CRD 6891543

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

3883 Howard Hughes Pkwy Ste 500
Las Vegas, NV 89169

County

Clark

Metro area

Las Vegas-Henderson-Paradise, NV

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: key-state.com/investment-subsidiary-portfolio-management

Every state, with registration dates

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