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First Kentucky Securities Corporation

First Kentucky Securities Corporation. CRD 7524

First Kentucky Securities Corporation logo

CRD: 7524

First Kentucky Securities Corporation

Louisville, KY, 40207
5028937288
firstky.com
$566.0M Total AUM
$282.3M Disc. AUM
-4.1% 3Y CAGR
19 Employees
1,531 ADV. Clients
40 yrs Firm Age

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Firm Details

Custodian
RBC ยท Royal Bank
Clients
Retail and Institutional
Platforms
Glacier signalOptima
Established Date
09-03-1985
Office Locations
2

Office Locations

1500 Leestown Road Suite 330 Lexington KY
4360 Brownsboro Road Suite 300 Louisville KY

About First Kentucky Securities Corporation

First Kentucky Securities is a Kentucky-owned, full-service wealth management firm serving individuals and families through one-on-one planning and portfolio guidance. The team delivers investment planning, asset allocation, tax and estate strategies, retirement and education planning, executive stock option and insurance solutions. It also supports municipal bond issuance, underwriting and trading, with offices in Lexington and Louisville and in-home/virtual meetings.

Team overview

45 AVG AGE
$35.4M AVG AUM / ADVISOR
$369.7K AVG AUM / CLIENT
14 yrs AVG TENURE
19 Employees
16 Advisory Reps
19 RIA Reps
40yrs Firm Age

Insights

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Asset Classes

Momentum Prime Crest Vital alpha Catalyst

Client Personas

Unison

Custodian

Timber crest

Investment Themes

Quantum Value

Investment Vehicles

Pathway Peak quantum

Services

Atlas Frontier Meridian Focus pathway Optima meridian Vertex ember Foundation North optima

Technology

Timber Insight

Owner & Executives

W

WILLIAM CRANSTON FENWICK JR

Investment Advisor, Senior Vice President

CRD
#1547907
Ownership
10% but less than 25%
(770) 435-7354
signal.frontier@focuscapital.com
in linkedin.com/in/matrix-peak
RAYMOND STRAND KRAMER JR

RAYMOND STRAND KRAMER JR

BRANCH MANAGER, Muni Principal

CRD
#1053345
Ownership
10% but less than 25%
(266) 787-5668
beacon.peak@glaciercapital.com
in linkedin.com/in/harbor-summit
F

Foundation fusion

Ember foundation

CRD
#56688
Ownership
46.1%
(615) 482-1920
value.meridian@vitalcapital.com
in linkedin.com/in/value-horizon

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Contacts

WILLIAM JAMES BARKER

WILLIAM JAMES BARKER

Advisor, Senior Analyst

CRD
#1137398
(277) 783-2049
bridge.optima@ridgecapital.com
in linkedin.com/in/focus-ridge
COLIN ELLIS CADY

COLIN ELLIS CADY

Associate

CRD
#6874415
(501) 882-8061
ember.matrix@legacycapital.com
in linkedin.com/in/focus-delta
C

Catalyst vital

Capital north summit

CRD
#87607
(987) 636-6127
harbor.harbor@matrixcapital.com
in linkedin.com/in/crest-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
12-07-2021
11-14-2022
12-06-2023
12-18-2024
12-02-2025
Category Assets AVG. Account size
Discretionary $282,287,515 $314,702
Non-Discretionary $283,715,531 $448,208
Total $566,003,046 $369,937

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Separately Managed Accounts

Total SMA Asset: $566,003,046

$566.0M Total SMA
Public Funds:
20.7%
Equity - Exchange:
16.8%
Corporate - Non-Investment Grade:
6.2%
Cash:
12.6%
U.S. Government/Agency:
19.0%
Corporate - Investment Grade:
18.6%
Municipal Bonds:
6.1%
Asset class Assets Assets %
Public Funds $1,359,825,780 20.7%
Equity - Exchange $1,103,626,720 16.8%
Corporate - Non-Investment Grade $407,290,813 6.2%
Cash $827,720,040 12.6%
U.S. Government/Agency $1,248,149,267 19.0%
Corporate - Investment Grade $1,221,872,440 18.6%
Municipal Bonds $400,721,607 6.1%
Total $6,569,206,667 100.0%

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