Lemley, Yarling & Co

Broker-DealerFINRA MemberEst. 1986
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Independence, Kentucky
CRD number
18234
Registered since
September 12, 1986

Firm profile

FINTRX

Overview

Lemley, Yarling & Co is organized as a corporation and is SEC-registered, with registration recorded in 1986. Ownership is described as a combination of a domestic entity and an individual. The firm's regulatory snapshot classifies it as unclassified and indicates it is not a capital allocator. The profile also marks the firm as not being an active ESG investor, not a pension consultant, not a related adviser, and not a "multi-state adviser" under the provided snapshot fields. The source material does not disclose core operating details such as target client segments, advisory services offered, fee arrangements, or specific investment strategies. Those gaps limit visibility into how the firm positions itself in the market or how it constructs portfolios for clients.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Gery Sadzewicz

    Gery Sadzewicz

    Chief Executive OfficerCRD 1090963

Contacts

1 of 1
  • Ralph Lemley

    Ralph Lemley

    PresidentCRD 306406

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Independence, KY

Kenton

Location

Independence, KY

Headquartered in Independence, 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
3051 Alderbrook Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth