Overview
Assets Under Management: $1.1 billion
Headquarters: LOUISVILLE, KY
High-Net-Worth Clients: 184
Average Client Assets: $610,838
Frequently Asked Questions
PRIVATE CLIENT SERVICES, 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 #120222), PRIVATE CLIENT SERVICES, LLC is subject to fiduciary duty under federal law.
PRIVATE CLIENT SERVICES, LLC is headquartered in LOUISVILLE, KY.
PRIVATE CLIENT SERVICES, LLC serves 184 high-net-worth clients according to their SEC filing dated November 26, 2025. View client details ↓
According to their SEC Form ADV, PRIVATE CLIENT SERVICES, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
PRIVATE CLIENT SERVICES, LLC manages $1.1 billion in client assets according to their SEC filing dated November 26, 2025.
According to their SEC Form ADV, PRIVATE CLIENT SERVICES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 184
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 10.69
Average High-Net-Worth Client Assets: $610,838
Total Client Accounts: 3,271
Discretionary Accounts: 1,099
Non-Discretionary Accounts: 2,172
Regulatory Filings
CRD Number: 120222
Filing ID: 2030325
Last Filing Date: 2025-11-26 10:27:22
Website: 23