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| Journey Advisory Group LLC
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|---|---|
| CRD # | 171919 |
| SEC # | 801-79934 |
| CIK # | 0001840085 |
| AUM | $1.7 B (2026-06-08) |
| Employees | 31 (48% Investors, 0% Brokers) |
| Phone | 859-888-0356 |
| Address | 50 E Rivercenter Blvd Covington, KY 41011 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001840085 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 36.8 | ||
| Microsoft Corp | 32.8 | ||
| Alphabet Inc | 24.7 | ||
| Procter & Gamble Co | 23.6 | ||
| J P Morgan Chase & Co | 21.0 | ||
| Lilly Eli & Co | 19.9 | ||
| Broadcom Inc | 17.9 | ||
| Nvidia Corp | 13.3 | ||
| Marathon Petroleum Corp | 11.9 | ||
| AbbVie Inc | 10.3 | ||
| Costco Wholesale Corp /NEW | 10.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 522 | 150.1 |
| (b) Individuals (high net worth individuals) | 337 | 1,440.9 |
| (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 | 1 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 11.3 |
| (h) Charitable organizations | 11 | 27.1 |
| (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 | 10 | 24.7 |
| (n) Other | 0 | 0.0 |
| Total | 2,113 | 1,654.1 |
| By Discretionary | ||
| Discretionary | 2,105 | 1,634.1 |
| Non-Discretionary | 8 | 20.0 |
| Total | 2,113 | 1,654.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 23.2 | |
| United States Persons | 1,631.0 | |
| Total | 2,113 | 1,654.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001840085] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Magnolia Capital Advisors LLC
✚
|
MS | 1.7 |
|
Clearwater Capital Advisors LLC
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|
IL | 1.7 |
|
Weatherly Asset Management LP
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CA | 1.7 |
|
Personal CFO Solutions LLC
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NJ | 1.6 |
|
Lyell Wealth Management LP
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CA | 1.6 |
|
Strategic Wealth Partners Ltd
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|
OH | 1.6 |
|
Scarborough Advisors LLC
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|
MD | 1.6 |
|
Buck Wealth Strategies LLC
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|
CO | 1.6 |
|
ISC Advisors Inc
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|
TX | 1.6 |
|
Fortis Capital Advisors LLC
✚
|
KS | 1.6 |