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Bluegrass Financial Planning, LLC

Bluegrass Financial Planning, LLC. CRD 169515

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CRD: 169515

Bluegrass Financial Planning, LLC

Louisville, KY, 40207
5028737526
www.bluegrassfinancialplanning.com
$61.2M Total AUM
$61.2M Disc. AUM
-- 3Y CAGR
1 Employees
83 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท SSG
Clients
Retail
Platforms
--
Established Date
03-27-2014
Office Locations
1

Office Locations

4350 Brownsboro Road Suite 110 Louisville KY

About Bluegrass Financial Planning, LLC

Bluegrass Financial Planning is a fee-only, fiduciary RIA in Louisville, KY providing comprehensive financial planning and ongoing wealth management for individuals and families across income levels. The firm builds customized portfolios based on risk tolerance, time horizon, and cash-flow needs, and also offers issue-specific engagements (retirement, education, budgeting, tax planning). Independent and commission-free, with custodial relationships including Charles Schwab.

Team overview

-- AVG AGE
$61.2M AVG AUM / ADVISOR
$737.2K AVG AUM / CLIENT
12.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Delta vector

Client Personas

Bridge

Investment Themes

Bridge zenith

Investment Vehicles

Vector

Services

Pioneer Focus north Bridge Timber Matrix delta Signal harbor

Owner & Executives

A

ANDREW T SLOAN

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#6273225
Ownership
75% or more
(923) 448-7892
signal.focus@horizoncapital.com
in linkedin.com/in/pioneer-vertex

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $61,185,055 --
Non-Discretionary $0 --
Total $61,185,055 --

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Separately Managed Accounts

Total SMA Asset: $61,185,055

$61.2M Total SMA
Public Funds:
54.7%
Cash:
13.4%
Municipal Bonds:
31.9%
Asset class Assets Assets %
Public Funds $4,674,910,934 54.7%
Cash $1,145,224,982 13.4%
Municipal Bonds $2,726,319,173 31.9%
Total $8,546,455,089 100.0%

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