$1.5M Total AUM
$1.5M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-18-2024
- Office Locations
- 1
Office Locations
-- Bardstown KY
About Fenwick Financial
Fenwick Financial L.L.C. is a registered investment adviser in Bardstown, KY providing investment management and financial planning. The firm builds goal-based portfolios using stocks, bonds, and alternative investments, guiding clients from planning through account setup. Retail-focused practice custodies primarily at Charles Schwab and publishes investor education via a Substack newsletter.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$54.2K AVG AUM / CLIENT
1.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Available
Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
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Owner & Executives
L
Lucas Walter Fenwick
Owner, Partner
- CRD
- #7934828
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,518,300 | -- |
| Non-Discretionary | $0 | -- |
| Total | $1,518,300 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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