HNW client percentage for Supported firms serving clients in Kentucky

Supported firms active in Kentucky 87 firms

Very Low 0%-2%

Low 2%-10%

Typical 10%-22%

High 22%-34%

Very High 34%-72%

5th 20th 40th 60th 80th 95th

Median: 14%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
Guidance Capital, Inc.	Typical 14%	106	756	$590K
Investments & Financial Planning, LLC	Low 7%	54	750	$420K
Bullseye Investment Management, LLC	Low 5%	55	1,120	$200K
Lockshield Partners, Inc.	Low 5%	60	1,113	$260K
Wurz Financial Services, LLC	Low 9%	42	491	$240K
Capital Advisory Services, LLC	Very Low 0%	—	439	$210K
Owen LaRue Financial Group	Low 7%	61	840	$430K
Brown Financial Advisors, LLC	Typical 17%	103	613	$530K
Demeter Tactical Investments Corp.	Low 2%	7	390	$530K
Prosperity Asset Management, LLC	Low 8%	16	195	$290K
Rivercities Asset Management, LLC	Typical 10%	18	182	$360K
Financial Planning Center, LLP	Very Low 0%	—	354	—
Federal Hill Capital Management	Typical 12%	40	347	$160K
Isaacs & Associates, LLC	Low 8%	14	169	$430K
Kellett Wealth Advisors, LLC	Typical 11%	50	465	$680K
iTrust Asset Management, LLC	Typical 11%	50	457	$410K
Mercurio Wealth Advisors	Low 3%	15	446	$320K
Faith Financial Advisors, Inc.	Low 9%	24	280	$350K
Foster Investment Services	Very Low 0%	—	265	$330K
Moneywatch Advisors, Inc.	Very Low 0%	—	384	$860K
Rik Saylor Financial, Inc.	High 26%	96	376	$520K
R.D. Smothers Wealth Management	Low 5%	13	245	$300K
Jarvis Global Investments LLC	Very Low 0%	—	354	$180K
Demma-Novak Wealth Management	Very Low 0%	—	235	$0
Eukles Asset Management, LLC	Low 4%	18	470	$700K
Ricketts Financial, LLC	Very High 43%	49	115	$2.7M
Brookstone Financial	Low 2%	9	458	$210K
Triple Crown Wealth Management	Very Low 1%	3	217	$66K
Shepherd Wealth Management	Typical 10%	43	430	$380K
Strategic Wealth Partners LLC	Very High 100%	212	212	$480K
Incline Wealth	Typical 14%	27	187	$390K
Copperwood Financial	Typical 18%	46	262	$450K
Almega Wealth Management	Typical 14%	36	261	$450K
Whitestone Capital Management LLC	Very Low 0%	—	173	$68K
Research & Portfolio Management	Typical 21%	54	259	$620K
Leif Clarke Wealth Management, Inc.	Typical 15%	24	164	$370K
Gold Coast Wealth Management, LLC	Very High 42%	65	154	$2.3M
Wealth Management of the Bluegrass, LLC.	Very High 46%	71	153	$1M
Principled Wealth Advisors, LLC	Very High 65%	97	150	$1.5M
Russell Capital Management, LLC	High 24%	69	289	$860K
Schmitt Wealth Advisers, LLC	Very High 34%	49	144	$940K
Farnsley Advisors	Typical 16%	34	213	$410K
Stewardship Partners Investment Counsel, Inc.	Low 8%	12	142	$490K
First Wilshire Securities Management, Inc.	Very High 73%	202	275	$1.2M
Luken Investment Analytics, LLC	High 31%	83	267	$1.1M
Centerline Wealth Advisors, LLC	Very High 37%	97	259	$1.2M
Barnes Dennig Private Wealth Management, LLC	Low 3%	6	191	$960K
Allstreet Capital LLC	Very High 50%	60	120	$1.8M
Wallace Hart Capital Management	Very High 39%	89	227	$1.1M
Outpost Advisors, LLC	Very Low 0%	—	111	$640K
Townsend Financial Planning	High 24%	38	160	$930K
Pillar Financial Advisors, LLC	High 28%	59	210	$1.7M
ACCESS Wealth Management, LLC	Very High 74%	116	157	$2.1M
Retirement Plan Advisors Ltd	Typical 14%	14	103	$470K
Q2 Wealth Management	High 24%	36	151	$820K
Cambridge Financial Advisors, LLC	High 22%	44	197	$0
BLVD Private Wealth, LLC	Very High 34%	46	137	$1.6M
BlackSummit Financial Group, Inc.	Very High 42%	19	45	$780K
Life Advisors Financial Planning and Wealth Management, LLC	Low 2%	2	88	$170K
The Prosperity People	High 24%	41	169	$810K
Paragon Private Wealth Management LLC	Very High 51%	85	167	$2.6M
Wealth Management of Kentucky, Inc.	High 27%	22	83	$470K
Equity Advisors of Kentucky Inc	Typical 18%	20	114	$1.2M
Frontier Financial Partners, LLC	Typical 18%	27	151	$280K
Proactive Advisors, LLC	High 31%	21	68	$840K
Latitude Investment Group	Very Low 0%	—	87	$73K
Graeter Wealth Advisors, LLC	Very High 35%	30	85	$1.2M
Dean Dorton Wealth Management, LLC	High 33%	26	79	$1M
Hinton Financial	Very Low 0%	—	52	—
Illuminate Wealth Management	Very High 49%	36	73	$2.3M
Soar Financial LLC	Low 3%	3	97	$150K
Meritum Wealth Management LLC	Very Low 0%	—	69	$200K
MC Financial Services, Inc.	Very Low 0%	—	67	$1M
Thomas Story and Son LLC	Very High 72%	28	39	$8.3M
Journey Financial Management, LLC	High 29%	22	77	$750K
Revolution Partners, LLC	Low 9%	7	76	$950K
A.G. Campbell Advisory, LLC	Very High 48%	29	61	$4.7M
High Knoll Wealth Advisors, LLC	Very Low 0%	—	44	$260K
Canopus Wealth Management	Typical 12%	5	42	$1.9M
TAVCO Financial Advisory, Inc	Typical 11%	6	53	$200K
Vistafront Partners Inc	Very Low 0%	—	24	$27K
KLD Wealth Management	Low 9%	2	23	$370K
Lloyd Financial Group LLC	High 25%	5	20	$990K
Riverstone Asset Management, LLC	Very High 61%	11	18	$4.9M
Robert M Walker & Associates	Very Low 0%	—	9	$1.5M
Mackhouse Capital	Very Low 0%	—	7	$1M
Seterios Wealth Advisors, LLC	Very High 100%	2	2	$1.4M
Creative Financial Solutions, LLC	—	—	—	—
Money & Clarity	—	—	—	—
Reliable Municipal Advisors, LLC	—	—	—	—

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