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| Private Client Services LLC
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|---|---|
| CRD # | 120222 |
| SEC # | 801-71475 |
| CIK # | 0001457005 |
| AUM | 1,383.1 M (2026-03-14) |
| Employees | 60 (83% Investors, 100% Brokers) |
| Phone | 502-451-0600 |
| Address | 2225 Lexington Road Louisville, KY 40206 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 5.5 | ||
| Nvidia Corp | 4.8 | ||
| Alphabet Inc | 4.2 | ||
| Amazon Com Inc | 3.4 | ||
| J P Morgan Chase & Co | 3.3 | ||
| Microsoft Corp | 3.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,529 | 1,010.4 |
| (b) Individuals (high net worth individuals) | 194 | 364.8 |
| (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 | 35 | 0.8 |
| (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 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 7.2 |
| (n) Other | 0 | 0.0 |
| Total | 8,765 | 1,383.1 |
| By Discretionary | ||
| Discretionary | 2,929 | 561.6 |
| Non-Discretionary | 5,836 | 821.5 |
| Total | 8,765 | 1,383.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,383.1 | |
| Total | 8,765 | 1,383.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001457005] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 20 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
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|
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|
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