Equity Advisors of Kentucky Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Lexington, KY. Its latest Form ADV filing, dated March 26, 2026, reports $142M in regulatory assets under management, 3 employees, 1 office, and 530 accounts.
Assets Under Management
$142M
Employees
3
Offices
1 office
Total Clients
114
Primary office
LEXINGTON, KY
2201 REGENCY ROAD, SUITE 504, LEXINGTON, KY, United States
Top client segmentIndividuals represent 82.5% of total clients.
Top client categories% of clientsClients
1
Individuals
82.5%
94
2
HNWI
17.5%
20
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$142Mas of March 26, 2026
Discretionary4.7%
$7M
5% of total RAUM4.7%
Non-discretionary95.3%
$135M
95% of total RAUM95.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$142M
Total Accounts530
10Y AUM Change+$19M (+15.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee38:1
10Y Employee Change-5 (-62.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.