Dupree Financial Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lexington, KY. Its latest Form ADV filing, dated April 17, 2026, reports $404M in regulatory assets under management, 7 employees, and 1,655 accounts.
Assets Under Management
$404M
Employees
7
Offices
--
Total Clients
825
Primary office
LEXINGTON, KY
237 EAST MAIN STREET, LEXINGTON, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.2% of total clients.
Top client categories% of clientsClients
1
Individuals
86.2%
711
2
HNWI
13.8%
114
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$404Mas of April 17, 2026
Discretionary100.0%
$404M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$404M
Total Accounts1,655
10Y AUM Change+$225M (+125.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee118:1
10Y Employee Change+2 (+40.0%)
* 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.