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AdvisorCensus / Financial advisors / Kentucky / Louisville, KY / New firms

New investment advisory firms in Louisville, KY

8 investment advisory firms in Louisville, KY first appeared on the SEC's monthly lists of registered advisers or exempt reporting advisers in the last twelve months of data, newest first, under the month of the list they first appeared on. New state registrations are not included, because AdvisorCensus began capturing state data in September 2026. Each entry links to the firm's filing. Rebuilt monthly.

All firms headquartered in Louisville, KY · Atom feed · How this list is built

August 2026 (1)

FirmLocationRegistration
Riverstone Asset Management, LLCLouisville, KYSEC-registered investment adviser

July 2026 (1)

FirmLocationRegistration
Hafele InvestmentsLouisville, KYSEC-registered investment adviser

June 2026 (1)

FirmLocationRegistration
Juniper GP, LLCClarksville, INExempt reporting adviser

May 2026 (2)

FirmLocationRegistration
Access Real Estate, LLCLouisville, KYSEC-registered investment adviser
Warlock Ltd.Louisville, KYExempt reporting adviser

April 2026 (1)

FirmLocationRegistration
Waycross GP, LLCLouisville, KYSEC-registered investment adviser

March 2026 (2)

FirmLocationRegistration
Access Wealth Management, LLCLouisville, KYSEC-registered investment adviser
Graeter Wealth Advisors, LLCLouisville, KYSEC-registered investment adviser

Source: month-to-month comparison of the SEC's monthly adviser data and the state compilation feed. A firm appears in the month it first shows up as registered or reporting.

Cite this page

AdvisorCensus. New investment advisory firms in Louisville, KY. https://advisorcensus.com/advisors/ky/louisville/new-firms
https://advisorcensus.com/advisors/ky/louisville/new-firms