Overview
Assets Under Management: $411 million
Headquarters: LEXINGTON, KY
High-Net-Worth Clients: 127
Average Client Assets: $2 million
Frequently Asked Questions
JOULE FINANCIAL, LLC 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 #320791), JOULE FINANCIAL, LLC is subject to fiduciary duty under federal law.
JOULE FINANCIAL, LLC is headquartered in LEXINGTON, KY.
JOULE FINANCIAL, LLC serves 127 high-net-worth clients according to their SEC filing dated December 24, 2025. View client details ↓
According to their SEC Form ADV, JOULE FINANCIAL, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
JOULE FINANCIAL, LLC manages $411 million in client assets according to their SEC filing dated December 24, 2025.
According to their SEC Form ADV, JOULE FINANCIAL, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 127
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.89
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,065
Discretionary Accounts: 2,065
Regulatory Filings
CRD Number: 320791
Filing ID: 2035867
Last Filing Date: 2025-12-24 11:24:36
Website: 1