Journey Advisory Group, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.7B
Discretionary
$1.6B
99% of AUM
Avg account
$783K
Accounts
2,113
Employees
31
Advisory reps
24

Firm details

Headquarters
Covington, Kentucky
CRD number
171919
Registered since
June 26, 2014
Website
www.journeyadvisory.group
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI87.11%
  • Individuals9.07%
  • Charitable Organizations1.64%
  • Corporations / Businesses1.49%
  • Pension & Profit Sharing Plans0.68%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Journey Advisory Group, LLC is an independent registered investment advisor formed in 2014 that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses, provides pension consulting services, and runs educational seminars and workshops. Its billing options include percentage-of-AUM fees as well as hourly and fixed-fee engagements. Journey is not positioned as an ESG-focused allocator and lists an insurance company among its industry affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 40%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 1%, Other 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities40%
  • US Government Bonds3%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 4
  • Tyler Lang

    Tyler Lang

    Founder and CEOCRD 5128339

  • Michael Whelan

    Michael Whelan

    Chief Financial OfficerCRD 7205962

  • Richard Pettway

    Richard Pettway

    Chief Investment OfficerCRD 7292249

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Contacts

3 of 20
  • Patricia Kuhar

    Patricia Kuhar

    Investment Advisor RepresentativeCRD 4489004

  • Stephan Lang

    Stephan Lang

    Co-FounderCRD 6241222

  • Elizabeth Dayter

    Elizabeth Dayter

    Senior Financial AdvisorCRD 6246548

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 132

Active vs passive

$757M in ETFs

Passive

81%

$612M

Active

16%

$145M

ETFProviderStyleCategoryValueShares% of portfolio
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD)PIMCOActiveMultisector Bond$63.4M2,392,3758.39%
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Location

Primary office

Covington, KY

Kenton

Location

Covington, KY

Headquartered in Covington, KY, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the South.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
South
County
Kenton
Address
50 E Rivercenter Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth