Overview
Assets Under Management: $125 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 36
Average Client Assets: $2.6 million
Frequently Asked Questions
EQUITY ADVISORS OF KENTUCKY INC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #116398), EQUITY ADVISORS OF KENTUCKY INC is subject to fiduciary duty under federal law.
EQUITY ADVISORS OF KENTUCKY INC is headquartered in LEXINGTON, KY.
EQUITY ADVISORS OF KENTUCKY INC serves 36 high-net-worth clients according to their SEC filing dated March 31, 2025. View client details ↓
According to their SEC Form ADV, EQUITY ADVISORS OF KENTUCKY INC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
EQUITY ADVISORS OF KENTUCKY INC manages $125 million in client assets according to their SEC filing dated March 31, 2025.
According to their SEC Form ADV, EQUITY ADVISORS OF KENTUCKY INC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.31%
Average Client Assets: $2.6 million
Total Client Accounts: 118
Discretionary Accounts: 11
Non-Discretionary Accounts: 107
Regulatory Filings
CRD Number: 116398
Filing ID: 1965539
Last Filing Date: 2025-03-31 15:48:00