PRIVATE CLIENT SERVICES, LLC
Firm details
- Headquarters
- LOUISVILLE, Kentucky
- CRD number
- 120222
- Registered since
- May 25, 2010
- Website
- pcsbd.net
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals73.05%
- HNWI26.37%
- Corporations / Businesses0.52%
- Pension & Profit Sharing Plans0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Private Client Services, LLC is an SEC-registered limited liability company operating as an independent broker-dealer and insurance broker. The firm provides retail and institutional advisory services, including financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, and client education through workshops and seminars. Its client base spans individual and family investors as well as institutional clients. The firm uses a mix of fee approaches — percentage of AUM, hourly billing, and fixed fees — alongside brokerage and insurance offerings. The firm was registered with the SEC in 2010 and is organized as a domestic entity with individual ownership. Environmental, social, and governance (ESG) considerations are not flagged as an active priority in the firm’s stated investment activity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities94%
- Investment Grade Corp Bonds3%
- US Government Bonds1%
- Cash & Cash Equivalents1%
- Other1%
Owners & executives
3 of 59CODY GEHMAN
Director & COOCRD 6882334
DOUGLAS CLAYCOMB
Owner & CEOCRD 4751115
VINSON BROD
Chief Operating Officer and Chief Compliance OfficerCRD 2619867
Contacts
3 of 717MITCHELL DESPINICH
Investment AdvisorCRD 4279817
MARY HUNTLEY
Financial PlannerCRD 4552127
Ryan Conley
Wealth AdvisorCRD 4948310
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 170Active vs passive
$300M in ETFs
77%
$231M
21%
$69.1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $35.6M | 54,566 | 11.87% |
Location
LOUISVILLE, KY
JEFFERSON
Location
LOUISVILLE, KY
Headquartered in LOUISVILLE, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 2225 Lexington Rd
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
FIRST KENTUCKY SECURITIES CORP
Broker-DealerLOUISVILLE, KY
ALEXANDER INVESTMENT SERVICES CO.
Broker-DealerLOUISVILLE, KY
JOHNSTONE BROKERAGE SERVICES, LLC
Broker-DealerLOUISVILLE, KY
CHURCHILL FINANCIAL, LLC
Broker-DealerLOUISVILLE, KY
RETIREONE INVESTMENT SERVICES, LLC
Broker-DealerLOUISVILLE, KY
DUPREE & COMPANY, INC.
Broker-DealerLexington, KY