← Back to searchVisit website
CONTEXT FINANCIAL LLC
CRD 281812
120 KENTUCKY AVE., SUITE 120, LEXINGTON, KY, 40502, United States
Phone
859-514-1999
Fax
859-266-0175
Registration
— (—)
Source
State registered
Total AUM
$20.8M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $16.1M |
| High net worth individuals | 2 | $4.7M |
All web addresses on file
Official SEC filing: View on IAPD