Joule Financial LLC

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Assets, Funds, Holdings

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Joule Financial LLC
CRD #320791
SEC #801-125024
CIK #0001929070
AUM $332.0 MM (2024-07-17)
Employees 7 (71% Investors, 0% Brokers)
Phone859-881-0777
Address1216 S Broadway
Lexington, KY 40504
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram]
Total AUM ($MM)
3502802101407002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GOOGL 1,475,138.5 2.3
UBER 43,357.6 1.8
MSFT 1,918,222.4 1.7
IBM 127,593.9 1.6
GPC 19,179.1 1.5
TSLA 723,390.3 1.4
CCJ 8,999.9 1.1
DIS 174,716.7 1.0
PRU 36,630.0 1.0
PG 338,108.9 1.0
View All
Holdings by Sector ($MM)
2502001501005002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 556 146.8
(b) Individuals (high net worth individuals) 101 180.3
(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 2.9
(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 1.9
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.1
(n) Other 0 0.0
Total 1,822 332.0
By Discretionary
Discretionary 1,822 332.0
Non-Discretionary 0 0.0
Total 1,822 332.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 332.0
Total 1,822 332.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001929070]
Comparable Firms State AUM ($BB)
Peregrine Investment Advisors LLC
MS 0.3
Juncture Wealth Strategies LLC
AZ 0.3
Smith Financial Investment Advisors Inc
IN 0.3
Capasso Planning Partners LLC
SC 0.3
Signature Wealth Management Partners LLC
NJ 0.3
Alphaq Advisors LLC
FL 0.3
Freedom Fiduciaries LLC
ID 0.3
Trueblood Wealth Management LLC
OH 0.3
Reedmark Advisors LLC
NJ 0.3
Camarda Financial Advisors LLC
FL 0.3
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