Joule Financial, 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 March 20, 2026, reports $479M in regulatory assets under management, 8 employees, and 2,181 accounts.
Assets Under Management
$479M
Employees
8
Offices
--
Total Clients
724
Primary office
LEXINGTON, KY
998 GOVERNORS LN, SUITE 325, LEXINGTON, KY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 77.5% of total clients.
Top client categories% of clientsClients
1
Individuals
77.5%
561
2
HNWI
22.5%
163
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$479Mas of March 20, 2026
Discretionary100.0%
$479M
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.
Total AUM$479M
Total Accounts2,181
10Y AUM Change+$202M (+72.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee91:1
10Y Employee Change+2 (+33.3%)
* 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.