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LOCKSHIELD PARTNERS, INC.
CRD 175433 · SEC 801-116877
301 SOUTH BROADWAY, GLASGOW, KY, 42141, United States
Phone
270-629-2046
Fax
270-629-2049
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$290.6M
Discretionary AUM
$0
Team
8 total employees; 4 advisory reps; 10 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1053 | $185.5M |
| High net worth individuals | 60 | $104.1M |
| Pension/profit sharing plans | 1 | $685K |
| Charitable organizations | 2 | $294K |
States served
KY, OH, TN, TX
All web addresses on file
Official SEC filing: View on IAPD