Private Client Services, LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
$1.4B
Discretionary
$562M
41% of AUM
Accounts
8,765
Employees
60
Advisory reps
772
Brokerage reps
60

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

FINTRX

Overview

Private Client Services, LLC operates as an independent broker-dealer and insurance broker organized as an LLC and registered with the SEC since 2010. The firm serves individual and family clients as well as institutional accounts, delivering financial planning, portfolio management for individuals and small businesses, and portfolio management for business or institutional clients. It also offers adviser selection services and runs educational seminars and workshops. Compensation arrangements include asset-based fees as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and does not act as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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: Exchange Traded Equities 94%, Investment Grade Corp Bonds 3%, US Government Bonds 1%, Cash & Cash Equivalents 1%, Other 1%94%
  • Exchange Traded Equities94%
  • Investment Grade Corp Bonds3%
  • US Government Bonds1%
  • Cash & Cash Equivalents1%
  • Other1%

Owners & executives

3 of 60
  • Cody Gehman

    Cody Gehman

    Director & COOCRD 6882334

  • Douglas Claycomb

    Douglas Claycomb

    Owner & CEOCRD 4751115

  • Vinson Brod

    Vinson Brod

    Chief Operating Officer and Chief Compliance OfficerCRD 2619867

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Contacts

3 of 712

  • Mitchell Despinich

    Investment AdvisorCRD 4279817

  • Mary Huntley

    Mary Huntley

    Financial PlannerCRD 4552127

  • Ryan Conley

    Ryan Conley

    Wealth AdvisorCRD 4948310

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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 187

Active vs passive

$358M in ETFs

Passive

71%

$256M

Active

23%

$102M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P 500 ETF (IVV)BlackRockPassiveLarge Blend$40.9M54,56111.41%
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Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth