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DUPREE FINANCIAL GROUP, LLC
CRD 131091 · SEC 801-71497
237 EAST MAIN STREET, LEXINGTON, KY, 40507, United States
Phone
859-233-0400
Fax
859-233-0472
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$404.4M
Discretionary AUM
$404.4M
Team
7 total employees; 6 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 711 | $179.9M |
| High net worth individuals | 114 | $224.4M |
States served
AZ, CO, IN, KY, LA, MI, OH, SC, TN, TX, FL
All web addresses on file
Official SEC filing: View on IAPD