|
⚲
|
| Keyboard |
| First Kentucky Securities Corporation
✚
|
|
|---|---|
| CRD # | 7524 |
| SEC # | 801-67742 |
| CIK # | |
| AUM | 566.0 M (2025-12-02) |
| Employees | 19 (84% 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) | 1,108 | 185.2 |
| (b) Individuals (high net worth individuals) | 413 | 369.7 |
| (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 | 2 | 3.0 |
| (h) Charitable organizations | 4 | 2.2 |
| (i) State or municipal government entities | 1 | 5.1 |
| (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 | 2 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,530 | 566.0 |
| By Discretionary | ||
| Discretionary | 897 | 282.3 |
| Non-Discretionary | 633 | 283.7 |
| Total | 1,530 | 566.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 566.0 | |
| Total | 1,530 | 566.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Clients | 1 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Clean Yield Group Inc
✚
|
VT | 571.2 M |
|
Lifestyle Asset Management Inc
✚
|
TX | 571.2 M |
|
Elite Retirement Planning LLC
✚
|
IA | 568.8 M |
|
Talis Advisory Services LLC
✚
|
TX | 568.8 M |
|
Atticus Wealth Management LLC
✚
|
FL | 565.3 M |
|
Reedmark Advisors LLC
✚
|
NJ | 564.6 M |
|
Jackson Square Capital LLC
✚
|
CA | 564.3 M |
|
Boyum Wealth Architects LLC
✚
|
MN | 564.0 M |
|
Dara Capital US Inc
✚
|
FL | 563.1 M |
|
Brooklyn FI LLC
✚
|
NY | 563.1 M |