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- Custodian
- Betterment · Charles Schwab & Company · LPL Financial
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-01-2006
- Office Locations
- 1
Office Locations
About Context Financial LLC
Context Financial is a Lexington, KY RIA that delivers holistic financial life planning for individuals and business owners, covering wealth planning, investment planning, portfolio construction, and tax, estate, and insurance planning. The firm emphasizes asset allocation and risk management, using public funds and mutual funds, with fixed-income and annuity solutions when appropriate. CFP-led team custodies with Charles Schwab.
Team overview
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Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSH KEITH ACKERMAN
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #5157750
- Ownership
- 50% but less than 75%
THOMAS RICHARD ACKERMAN
Certified Financial Planner
- CRD
- --
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $20,810,000 | -- |
| Total | $20,810,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $20,810,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,076,216,789 | 50.3% |
| Equity - Exchange | $2,030,425,396 | 33.2% |
| Cash | $1,009,096,959 | 16.5% |
| Total | $6,115,739,144 | 100.0% |