Overview
Assets Under Management: $161 million
Headquarters: CRESCENT SPRINGS, KY
High-Net-Worth Clients: 54
Average Client Assets: $2.5 million
Frequently Asked Questions
RESEARCH & PORTFOLIO MANAGEMENT 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 #157609), RESEARCH & PORTFOLIO MANAGEMENT is subject to fiduciary duty under federal law.
RESEARCH & PORTFOLIO MANAGEMENT is headquartered in CRESCENT SPRINGS, KY.
RESEARCH & PORTFOLIO MANAGEMENT serves 54 high-net-worth clients according to their SEC filing dated March 18, 2026. View client details ↓
According to their SEC Form ADV, RESEARCH & PORTFOLIO MANAGEMENT offers portfolio management for individuals. View all service details ↓
RESEARCH & PORTFOLIO MANAGEMENT manages $161 million in client assets according to their SEC filing dated March 18, 2026.
According to their SEC Form ADV, RESEARCH & PORTFOLIO MANAGEMENT serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 54
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.09%
Average Client Assets: $2.5 million
Total Client Accounts: 259
Discretionary Accounts: 252
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 157609
Filing ID: 2074529
Last Filing Date: 2026-03-18 09:33:59