S
$17.0M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
13 yrs Firm Age
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- Custodian
- Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-01-2013
- Office Locations
- 1
Office Locations
-- Louisville KY
About Springhouse Financial, LLC
Springhouse Financial, LLC is a Louisville-based RIA. The firm has been operating for 13 years. Managing $17.0M in total assets under management, with 1 advisory representatives. They custody assets with Wells Fargo.
Team overview
-- AVG AGE
$17.0M AVG AUM / ADVISOR
$810.2K AVG AUM / CLIENT
13.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Owner & Executives
KEVIN MAURICE CARRICO
Chief Operating Officer
- CRD
- #6177806
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,013,874 | -- |
| Non-Discretionary | $0 | -- |
| Total | $17,013,874 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Public Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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