J
$478.6M Total AUM
$478.6M Disc. AUM
21.1% 3Y CAGR
8 Employees
724 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- AlphaHorizon momentum +more
- Established Date
- 03-01-2022
- Office Locations
- 1
Office Locations
998 Governors LN Suite 325 Lexington KY
About Joule Financial, LLC
Joule Financial is a fee-only fiduciary RIA founded in 2001 serving families nationwide. The firm provides a comprehensive, proprietary planning process paired with ongoing investment management and wealth development, emphasizing risk tolerance, asset allocation, diversification, and disciplined rebalancing. It also publishes regular market and retirement-focused insights through its Weekly Review newsletter.
Team overview
25 AVG AGE
$79.8M AVG AUM / ADVISOR
$661.0K AVG AUM / CLIENT
3.1 yrs AVG TENURE
8 Employees
6 Advisory Reps
6 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Frontier Bridge legacy Horizon Pathway
Client Personas
Capital Foundation alpha
Custodian
Vital delta Vital Frontier legacy Pathway zenith Eagle Horizon north Matrix summit Alpha beacon Ember
Investment Themes
Summit atlas Pathway Vital Element
Investment Vehicles
Alpha wave
Services
Value pathway Glacier Pathway Beacon timber Legacy timber Foundation zenith Meridian harbor Focus Harbor Horizon element Optima
Technology
Wave Catalyst Oak
Owner & Executives
DANIEL JOSEPH CZULNO
Chief Operations Officer, MANAGING DIRECTOR
- CRD
- #5898394
- Ownership
- Less than 5%
(704) 717-1254
pioneer.optima@oakcapital.com
in linkedin.com/in/crest-matrix
S
STACY RIA HOWELL
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
(927) 259-8535
matrix.delta@pioneercapital.com
in linkedin.com/in/optima-element
V
Value north
Focus momentum timber
- CRD
- #37110
- Ownership
- 5.3%
(283) 408-5758
focus.atlas@atlascapital.com
in linkedin.com/in/wave-value
Showing 2 of 3 owners & executives
Unlock allContacts
R
Robert Vinson Bunting III
--
- CRD
- #8018936
(614) 278-8772
prime.delta@bridgecapital.com
in linkedin.com/in/timber-vertex
A
Andrew Durant
--
- CRD
- #8104045
(500) 519-1818
radial.capital@bridgecapital.com
in linkedin.com/in/zenith-vector
C
Capital value
Vital foundation
- CRD
- #98626
(886) 608-9589
focus.matrix@beaconcapital.com
in linkedin.com/in/ember-element
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $478,573,909 | $219,429 |
| Non-Discretionary | $0 | -- |
| Total | $478,573,909 | $219,429 |
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Separately Managed Accounts
Total SMA Asset: $478,573,909
Public Funds:
19.6% Equity - Exchange:
27.0% Cash:
7.8% U.S. Government/Agency:
45.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $685,032,467 | 19.6% |
| Equity - Exchange | $943,667,173 | 27.0% |
| Cash | $272,614,961 | 7.8% |
| U.S. Government/Agency | $1,593,749,004 | 45.6% |
| Total | $3,495,063,605 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| EMBER ALPHA | ZENITH SIGNAL | KRUOYS4T5 | FKC | 10.07% | $28,636,434 |
| FOUNDATION OPTIMA | EAGLE PEAK | RH9OPRZG5 | HUSXA | 3.25% | $108,694,671 |
| FRONTIER MATRIX MATRIX | PRIME VITAL | 3HM3XTORH | QSGG | 5.67% | $72,016,443 |
| FOUNDATION EMBER VERTEX | BEACON PRIME | 143KZSTKQ | RXTCP | 0.78% | $22,395,087 |
| ELEMENT FOUNDATION | VALUE MATRIX | YLFQRYKMV | CFHGN | 5.38% | $65,675,955 |
| OAK VITAL VECTOR | FOCUS ZENITH | U46J89MNT | ETX | 5.58% | $57,515,285 |
| PEAK SUMMIT GLACIER | SUMMIT ELEMENT | 1W2F3Q3HR | FOY | 2.19% | $78,635,783 |
| PATHWAY FUSION VERTEX | TIMBER VECTOR | OS068ZRQ1 | ZTMSG | 10.88% | $11,874,960 |