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| Dupree Financial Group LLC
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|---|---|
| CRD # | 131091 |
| SEC # | 801-71497 |
| CIK # | 0001989251 |
| AUM | $404.4 M (2026-04-17) |
| Employees | 7 (86% Investors, 0% Brokers) |
| Phone | 859-233-0400 |
| Address | 237 East Main Street Lexington, KY 40507 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001989251 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Verizon Communications Inc | 14.6 | ||
| BP PLC | 14.0 | ||
| American Capital Agency Corp | 14.0 | ||
| Enbridge Inc | 13.6 | ||
| Everest RE Group Ltd | 11.5 | ||
| Chevron Corp | 11.0 | ||
| Annaly Capital Management Inc | 10.0 | ||
| British American Tobacco PLC | 9.6 | ||
| Amazon Com Inc | 8.1 | ||
| Cummins Inc | 7.5 | ||
| Kroger Co | 7.0 | ||
| Old Republic International Corp | 6.7 | ||
| Kinder Morgan Inc | 6.5 | ||
| Capital Trust Inc | 5.9 | ||
| Macy's Inc | 5.9 | ||
| Realty Income Corp | 5.3 | ||
| Oxford Industries Inc | 5.2 | ||
| Academy Sports & Outdoors Inc | 5.1 | ||
| Apple Inc | 4.9 | ||
| MercadoLibre Inc | 4.9 | ||
| EOG Resources Inc | 4.6 | ||
| Carey W P & Co LLC | 4.2 | ||
| AT&T Inc | 4.1 | ||
| Cincinnati Financial Corp | 3.8 | ||
| United Parcel Service Inc | 3.8 | ||
| Blackstone Group LP | 3.8 | ||
| Dicks Sporting Goods Inc | 3.7 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.5 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 711 | 179.9 |
| (b) Individuals (high net worth individuals) | 114 | 224.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,655 | 404.4 |
| By Discretionary | ||
| Discretionary | 1,655 | 404.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,655 | 404.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 404.4 | |
| Total | 1,655 | 404.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001989251] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Fifth Force Management LLC
✚
|
TX | 0.4 |
|
Keystone Financial Planning Inc
✚
|
OH | 0.4 |
|
United Wealth Management LLC
✚
|
0.4 | |
|
Bontempo OHLY Capital Management LLC
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|
MD | 0.4 |
|
Triton Wealth Management PLLC
✚
|
AZ | 0.4 |
|
MB Generational Wealth LLC
✚
|
WA | 0.4 |
|
Tilia Fiduciary Partners Inc
✚
|
NC | 0.4 |
|
SFM LLC
✚
|
NH | 0.4 |
|
Borer Denton & Associates Inc
✚
|
PA | 0.4 |
|
Rational Investment Management LLC
✚
|
0.4 |