Private Client Services, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, KY. Its latest Form ADV filing, dated March 14, 2026, reports $1.4B in regulatory assets under management, 60 employees, 23 offices, and 8,765 accounts.
Assets Under Management
$1.4B
Employees
60
Offices
23 offices
Total Clients
8,765
Primary office
LOUISVILLE, KY
2225 LEXINGTON ROAD, LOUISVILLE, KY, United States
Top client segmentIndividuals represent 97.3% of total clients.
Top client categories% of clientsClients
1
Individuals
97.3%
8,529
2
HNWI
2.2%
194
3
Pension Plans
0.4%
35
4
Corporations
0.1%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 14, 2026
Discretionary40.6%
$562M
41% of total RAUM40.6%
Non-discretionary59.4%
$821M
59% of total RAUM59.4%
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$1.4B
Total Accounts8,765
10Y AUM Change+$1.2B (+604.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees60
Clients per Employee146:1
10Y Employee Change0 (0.0%)
* 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.