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- Custodian
- SEI
- Clients
- Retail
- Platforms
- Signal
- Established Date
- 11-12-2009
- Office Locations
- 2
Office Locations
About Equity Advisors OF Kentucky INC
Equity Advisors of Kentucky (Lexington, KY) provides personalized, comprehensive financial planning for retail clients, including retirement and estate planning, income tax planning/prep, investment advice, and business consulting. Portfolios are primarily implemented with ETFs and mutual funds, with assets custodied at SEI. Estate planning engagements start around $1.1M+ and may include AUM-based and appreciation fees.
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Accredited Investors
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Owner & Executives
FON ROGERS III
Owner, Paraplanner
- CRD
- #6741511
- Ownership
- 50% but less than 75%
ERIC M FELTY
Chief Compliance Officer, Chief Financial Officer, Owner
- CRD
- #6158347
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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KENNETH ALLISTER LITTRELL
--
- CRD
- #8015680
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,603,485 | $220,116 |
| Non-Discretionary | $134,992,770 | $269,986 |
| Total | $141,596,255 | $267,163 |
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Separately Managed Accounts
Total SMA Asset: $141,596,255
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $296,566,441 | 8.0% |
| Equity - Exchange | $496,748,789 | 13.4% |
| Equity - OTC | $441,142,581 | 11.9% |
| Corporate - Non-Investment Grade | $682,102,815 | 18.4% |
| Cash | $622,789,526 | 16.8% |
| Corporate - Investment Grade | $641,324,929 | 17.3% |
| U.S. Government/Agency | $196,475,267 | 5.3% |
| Municipal Bonds | $329,930,166 | 8.9% |
| Total | $3,707,080,514 | 100.0% |