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| Joule Financial LLC
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|---|---|
| CRD # | 320791 |
| SEC # | 801-125024 |
| CIK # | 0001929070 |
| AUM | 478.6 M (2026-03-20) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 859-881-0777 |
| Address | 998 Governors Ln Lexington, KY 40513 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| 3PEA International Inc | 5.0 | ||
| Bloom Energy Corp | 3.7 | ||
| Alphabet Inc | 3.1 | ||
| Cisco Systems Inc | 2.4 | ||
| Apple Inc | 2.4 | ||
| Ciena Corp | 2.1 | ||
| Tesla Motors Inc | 1.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 561 | 155.4 |
| (b) Individuals (high net worth individuals) | 163 | 314.6 |
| (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 | 0 | 2.9 |
| (h) Charitable organizations | 0 | 3.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 2.3 |
| (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 | 2,181 | 478.6 |
| By Discretionary | ||
| Discretionary | 2,181 | 478.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,181 | 478.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 478.6 | |
| Total | 2,181 | 478.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001929070] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Serves | Institutional, Retail |
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