Journey Advisory Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Covington, KY. Its latest Form ADV filing, dated April 1, 2026, reports $1.7B in regulatory assets under management, 31 employees, 3 offices, and 2,113 accounts.
Assets Under Management
$1.7B
Employees
31
Offices
3 offices
Total Clients
888
Primary office
COVINGTON, KY
50 E. RIVERCENTER BLVD, SUITE 301, COVINGTON, KY, United States
Top client segmentIndividuals represent 58.8% of total clients.
Top client categories% of clientsClients
1
Individuals
58.8%
522
2
HNWI
38.0%
337
3
Charitable
1.2%
11
4
Corporations
1.1%
10
5
Pension Plans
0.8%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of April 1, 2026
Discretionary98.8%
$1.6B
99% of total RAUM98.8%
Non-discretionary1.2%
$20M
1% of total RAUM1.2%
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$1.7B
Total Accounts2,113
10Y AUM Change+$1.4B (+630.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees31
Clients per Employee29:1
10Y Employee Change+24 (+342.9%)
* 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.