Keith Casey Mahan
Investment Adviser Representative at Stonecrest Wealth Management, Inc
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Keith Casey Mahan is an investment adviser representative with Stonecrest Wealth Management, Inc in Chandler, AZ, where they have been registered since 2020. They have worked in the securities industry since 1992 and were previously registered with Capital Analysts. They have passed 4 industry qualification exams, including the Series 7 (general securities representative), Series 24 (general securities principal), and Series 63 (state securities agent). They are registered to provide investment advice in Arizona and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona, Texas
- Broker:
19 states and territories
Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Louisiana, Michigan, Montana, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, Rhode Island, Texas, Utah, Washington
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Capital Analysts, IncorporatedJul 1992 – Dec 2020Phoenix, AZ
- Lincoln InvestmentJun 2012 – Dec 2020Chandler, AZ
- Kingswood Capital Partners, LLCDec 2020 – no end date reportedChandler, AZ
- StoneCrest Wealth Management, LLCDec 2020 – no end date reportedChandler, AZ
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Stonecrest Wealth Management, Inc
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Performance-based fees
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 3
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Chandler, AZ
- SEC file number:
- 801-119878
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 6, 2026
View full firm profileOther advisors at Stonecrest Wealth Management, Inc
2 other advisors in the directory
Similar advisors in Chandler, AZ
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keith Casey Mahan has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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