The EQUITY ADVISORS OF KENTUCKY is a privately held investment adviser that advises $141.6mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. EQUITY ADVISORS OF KENTUCKY is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 15.46% over the last 5-years.
The Group has been registered with the SEC for 8.55 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 2201 REGENCY ROAD SUITE 504, LEXINGTON, KENTUCKY. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 3 employees comprised of 3 investment and 0 non-investment staff. The total number of Employees decreased by 57.14% over the last 5-years.
Their $141.6mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 0 other accounts. Assets of Individuals clients own $95.68mn or 67.57% of Total Assets and High Net Worth Individuals own $45.92mn or 32.43% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 2 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
EQUITY ADVISORS OF KENTUCKY names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.