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EQUITY ADVISORS OF KENTUCKY INC
CRD 116398 · SEC 801-112311
2201 REGENCY ROAD, SUITE 504, LEXINGTON, KY, 40503, United States
Phone
502-829-9244
Fax
502-681-9971
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$141.6M
Discretionary AUM
$6.6M
Team
3 total employees; 3 advisory reps; 2 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 94 | $95.7M |
| High net worth individuals | 20 | $45.9M |
States served
IN, KY, MI, OH, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD