Dupree & Company, 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 February 20, 2026, reports $888M in regulatory assets under management, 12 employees, and 1 account.
Assets Under Management
$888M
Employees
12
Offices
--
Total Clients
<5
Primary office
LEXINGTON, KY
125 SOUTH MILL ST STE 100, LEXINGTON, KY, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$888Mas of February 20, 2026
Discretionary100.0%
$888M
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$888M
Total Accounts1
10Y AUM Change$-519M (-36.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee0:1
10Y Employee Change-1 (-7.7%)
* 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.