AdvisorCensus / Financial advisors / Kentucky / Lexington, KY / Charles Schwab
Financial advisors in Lexington, KY using Charles Schwab
14 SEC-registered investment advisory firms headquartered in the Lexington, KY metro area name Charles Schwab as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Asio Capital LLC | Lexington | SEC-registered investment adviser | $500 million to $1 billion |
| Ballast, Inc. | Lexington | SEC-registered investment adviser | $500 million to $1 billion |
| Dupree Financial Group, LLC | Lexington | SEC-registered investment adviser | $100 million to $500 million |
| E. S. Barr & Company | Lexington | SEC-registered investment adviser | $1 billion to $5 billion |
| Invest Inc. | Lexington | SEC-registered investment adviser | $100 million to $500 million |
| Investments & Financial Planning, LLC | Lexington | SEC-registered investment adviser | $100 million to $500 million |
| Keystone Financial Group, LLC | Lexington | SEC-registered investment adviser | $1 billion to $5 billion |
| MCF Advisors, LLC | Lexington | SEC-registered investment adviser | $1 billion to $5 billion |
| Meridian Wealth Management, LLC | Lexington | SEC-registered investment adviser | $1 billion to $5 billion |
| Paragon Private Wealth Management LLC | Lexington | SEC-registered investment adviser | $100 million to $500 million |
| Q2 Wealth Management | Lexington | SEC-registered investment adviser | $100 million to $500 million |
| Russell Capital Management, LLC | Lexington | SEC-registered investment adviser | $100 million to $500 million |
| Spectrum Financial Alliance, Ltd., L.L.C. | Nicholasville | SEC-registered investment adviser | $500 million to $1 billion |
| Wealth Management of the Bluegrass, LLC. | Lexington | SEC-registered investment adviser | $100 million to $500 million |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Charles Schwab nationwide
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AdvisorCensus. Financial advisors in Lexington, KY using Charles Schwab. https://advisorcensus.com/advisors/ky/lexington/custodians/charles-schwab https://advisorcensus.com/advisors/ky/lexington/custodians/charles-schwab