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| First Kentucky Securities Corporation
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| CRD # | 7524 |
| SEC # | 801-67742 |
| CIK # | |
| AUM | $678.6 M (2024-12-18) |
| Employees | 20 (85% Investors, 100% Brokers) |
| Phone | 502-893-7288 |
| Address | 4360 Brownsboro Road Louisville, KY 40207 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,082 | 182.6 |
| (b) Individuals (high net worth individuals) | 653 | 465.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 8.6 |
| (h) Charitable organizations | 0 | 2.9 |
| (i) State or municipal government entities | 0 | 17.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 1.9 |
| (n) Other | 0 | 0.0 |
| Total | 1,757 | 678.6 |
| By Discretionary | ||
| Discretionary | 1,122 | 388.6 |
| Non-Discretionary | 635 | 290.0 |
| Total | 1,757 | 678.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 678.6 | |
| Total | 1,757 | 678.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Westhill Financial Advisors Inc
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|
CA | 0.7 |
|
Level Financial Advisors Inc
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|
NY | 0.7 |
|
Francis Financial Inc
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|
NY | 0.7 |
|
Integrity Financial Corporation
✚
|
WY | 0.7 |
|
Beacon Financial Advisory LLC
✚
|
OH | 0.7 |
|
Capital Planning LLC
✚
|
WA | 0.7 |
|
Flynn Zito Capital Management LLC
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|
NY | 0.7 |
|
Stone House Investment Management LLC
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|
PA | 0.7 |
|
Singer Wealth Advisors LLC
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|
FL | 0.7 |
|
Creative Capital Management Investments LLC
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|
CA | 0.7 |