WEALTH MANAGEMENT OF KENTUCKY, INC.

RIASEC Registered
Total AUM
$42.9M
Discretionary
$42.9M
100% of AUM
Avg account
$211K
Accounts
203
Employees
3
Advisory reps
2

Firm details

Headquarters
Lexington, Kentucky
CRD number
171446
Custodians
TRADE-PMR INC.
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI49.54%
  • Individuals42.28%
  • Corporations / Businesses8.18%
Services
Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealth Management Of Kentucky, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual and family clients as well as institutional clients, and positions itself as a capital allocator that also selects third-party managers when appropriate. Core advisory services are financial planning, portfolio management for individuals and small businesses, and manager selection. The firm charges fees based on a percentage of assets under management and also offers hourly billing for certain work. Wealth Management Of Kentucky, Inc. does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

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: Non-Investment Grade Corp Bonds 41%, Exchange Traded Equities 34%, Cash & Cash Equivalents 11%, Investment Grade Corp Bonds 5%, Public Funds/Mutual Funds 4%, State & Local Bonds 3%, US Government Bonds 1%, Derivatives 1%41%
  • Non-Investment Grade Corp Bonds41%
  • Exchange Traded Equities34%
  • Cash & Cash Equivalents11%
  • Investment Grade Corp Bonds5%
  • Public Funds/Mutual Funds4%

Owners & executives

1 of 1
  • BRUCE HANKS

    President and CEOCRD 2916399

Contacts

1 of 1
  • KIP HUTTO

    Financial ProfessionalCRD 1794165

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Lexington, KY

FAYETTE

Location

Lexington, KY

Headquartered in Lexington, KY, anchoring the Lexington-Fayette--Richmond--Frankfort, KY metro in the South.

Metro area
Lexington-Fayette--Richmond--Frankfort, KY
Region
South
County
FAYETTE
Address
444 E Main St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth