CRESCENT SPRINGS, KYCRD 157609Latest ADV March 18, 2026
Research & Portfolio Management is an SEC registered investment adviser organized as a corporation with a primary office location in Crescent Springs, KY. Its latest Form ADV filing, dated March 18, 2026, reports $161M in regulatory assets under management, 3 employees, and 259 accounts.
Assets Under Management
$161M
Employees
3
Offices
--
Total Clients
259
Primary office
CRESCENT SPRINGS, KY
634 BUTTERMILK PIKE, CRESCENT SPRINGS, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 79.2% of total clients.
Top client categories% of clientsClients
1
Individuals
79.2%
205
2
HNWI
20.8%
54
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$161Mas of March 18, 2026
Discretionary96.5%
$155M
96% of total RAUM96.5%
Non-discretionary3.5%
$6M
4% of total RAUM3.5%
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.
Total AUM$161M
Total Accounts259
10Y AUM Change+$45M (+39.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee86:1
10Y Employee Change-1 (-25.0%)
* 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.