EQUITY ADVISORS OF KENTUCKY INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $141.6M |
| Discretionary | $6.6M5% of AUM |
| Non-Discretionary | $135.0M |
| Client Accounts | 530 |
| Avg Account Size | $267K |
| Employees | 3 |
| Peak AUM | $141.6MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $142M | +13.3% | +10.3% | +2.9% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $141.6M |
| Discretionary | $6.6M |
| Employees | 3 |
| Client Accounts | 530 |
| Client Range | 101-250 |
Contact & Location
Address
2201 REGENCY ROAD
LEXINGTON KY 40503
Phone
502-829-9244
Filing History
43 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed FeesPerformance Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Pension ConsultingAdviser Selection
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$7M
4.7% of AUM
Non-Discretionary
$135M
95.3% of AUM
Disc. mix ▲ 0.7pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Other Registrations
Commodity Pool Operator