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Financial Advisor   

$1,500MM AUM | $6.3MM GDC in Covington, KY

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this month

Business Mix:

7% Comm
93% Fee


Covington, KY, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


We are primarily interested in adding established advisors to our organization, enabling them to focus on serving and adding clients in an independent RIA model. We're committed to an internal succession and are not interested in selling to an outside party. We've successfully integrated outside advisors into our firm in the past and are actively seeking advisors who are interested in joining our firm, potentially as an equity partner. We have offices in Covington and Lexington, KY. We serve numerous clients in Louisville, KY and are open to discussions with potential partners in that market.

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