HNW client percentage for Team firms serving clients in Kentucky

Team firms active in Kentucky 106 firms

Very Low 2%-6%

Low 6%-14%

Typical 14%-26%

High 26%-45%

Very High 45%-77%

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

Median: 21%

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Firm	HNW client %	HNW Clients	Clients	AUM/client
DMLO Wealth Planning, LLC	Typical 23%	10	43	$700K
B.B. Graham & Company, Inc.	Typical 24%	104	427	$750K
Churchill Financial Advisors, LLC	High 42%	45	108	$4.8M
Savvi Financial LLC	Low 9%	12	135	$330K
Intercarolina Financial Services, Inc.	Very Low 5%	13	271	$320K
Saling Wealth Advisors	Very High 52%	119	227	$2.6M
Oasis Wealth Planning Advisors	Very High 74%	137	186	$1.5M
Coats Financial Planning	Very High 83%	120	144	$0
Crew Capital Management, LTD.	High 30%	60	203	$1.2M
St. Bernard Financial Services, Inc.	Very Low 1%	12	798	$160K
Chadds Ford Wealth Partners, LLC	Very High 82%	49	60	$18M
KCPAG Financial Advisors LLC	Very Low 0%	—	425	$45K
Guardian Wealth Partners, LLC	Low 7%	30	402	$480K
Stirlingshire Investments	Very High 75%	570	760	$240K
Leading Edge Financial Planning LLC	Very High 64%	193	302	$1.7M
Almanack Investment Partners	High 30%	114	386	$1.8M
LFG Wealth Partners, LLC	Typical 25%	89	360	$530K
Capital Markets IQ, LLC	Low 13%	91	698	$520K
Financial Rounds	High 30%	57	188	$1.1M
Greenline Wealth Management	Typical 15%	35	234	$410K
Invest Inc.	Very Low 0%	—	208	$760K
Journey Advisory Group, LLC	High 39%	337	859	$1.9M
The Gleason Group, Inc.	Very High 52%	136	262	$6M
Parthenon LLC	Very High 100%	219	219	$4.9M
American Capital Management, Inc.	Low 13%	58	440	$220K
Harvey Investment Company, LLC	Very High 93%	163	176	$5.2M
Asio Capital, LLC	Very High 45%	126	280	$2.5M
Visionary Horizons, LLC	Typical 15%	98	666	$550K
Horter Investment Management, LLC	Low 6%	74	1,292	$220K
WealthTrust Asset Management, LLC	Typical 25%	61	243	$850K
Evernest Financial Advisors	Very High 50%	148	294	$3.1M
Harvest Financial Advisors, LLC	Very Low 5%	21	442	$1.5M
Juncture Wealth Strategies, LLC	High 37%	171	462	$1M
Natural Investments	Typical 22%	278	1,242	$1.6M
Baldwin Wealth Partners, LLC	Very High 50%	366	738	$2.9M
Resurgent Advisors	Typical 22%	82	379	$920K
Fortress Planning Group	Typical 24%	68	283	$1.2M
Ballast, Inc.	Very High 48%	217	454	$1.6M
Altus Wealth Management, LLC	Very High 54%	154	285	$1.4M
Omega Wealth Private Capital LLC	Low 8%	22	286	$360K
Godsey & Gibb Wealth Management	Very High 59%	440	747	$1.8M
Kinetic Investment Management, Inc.	Very Low 5%	72	1,453	$310K
Woodstock Wealth Management, Inc.	Low 7%	116	1,554	$430K
Teeple Snyder Newsome Wealth & Tax Management	Typical 20%	120	601	$480K
MRA Advisory Group	Typical 25%	125	497	$720K
Atlas Brown	Low 12%	52	440	$1.3M
Fmsa	Typical 17%	218	1,264	$140K
Stonepath Wealth Management	Typical 17%	97	569	$510K
Blueprint Financial Advisors	Very Low 2%	31	1,883	$500K
HORAN Wealth, LLC	High 32%	453	1,408	$990K
Stone House Investment Management, LLC	Typical 22%	253	1,153	$720K
FEFA Financial	Very Low 2%	37	1,679	$260K
Advantage Investment Management	Low 12%	43	353	$520K
Wrenne Financial Planning LLC	Typical 23%	99	428	$700K
Alpha Financial Partners LLC	Typical 21%	76	361	$950K
Winebrenner Capital Management LLC	High 29%	127	436	$410K
Golden Reserve Retirement, LLC	Very Low 4%	75	2,008	$270K
National Wealth Management Group, LLC	Low 10%	134	1,308	$400K
Southland Equity Partners, LLC.	Very Low 2%	35	1,766	$500K
TCFG Investment Advisors, LLC	Very Low 3%	73	2,334	$270K
Barlow Wealth Partners, LLC	Very High 77%	312	403	$3.2M
LEGACY FINANCIAL Advisors, INC.	Very High 45%	482	1,061	$1.4M
Washington Avenue Advisors	Low 13%	83	662	$460K
Phillips and Company Advisors LLC	Typical 16%	176	1,110	$1.7M
Bookends Financial Planning	Typical 17%	89	520	$650K
SyntheticFi LLC	Very Low 0%	—	624	$1.6M
Axiom Financial Strategies Group, LLC	Typical 19%	108	575	$600K
Shoker Investments	Very High 55%	105	192	$2.6M
BCG Securities, inc.	Low 8%	169	2,060	$370K
ALTA Capital Management LLC	Typical 24%	288	1,193	$850K
PCG Wealth Management	Low 13%	233	1,819	$490K
First Kentucky Securities Corporation	High 27%	413	1,521	$360K
First Financial Coaching, Inc.	Low 12%	186	1,500	$440K
Markowski Investments	Low 10%	119	1,227	$370K
Navellier & Associates Inc	Very High 97%	1,205	1,242	$870K
Dupree Financial Group, LLC	Typical 14%	114	825	$490K
Oxinas Partners Wealth Management	Low 12%	88	708	$490K
Joule Financial, LLC	Typical 23%	163	724	$650K
Beacon Capital Management, LLC	Typical 15%	316	2,064	$610K
United Advisors America	Very Low 2%	57	2,809	$160K
Legacy Financial Independent Advisors LLC	Typical 21%	156	741	$650K
Alexander Investment Services Co.	Low 10%	123	1,240	$390K
J. Hagan Capital, Inc.	Low 9%	72	785	$380K
E. S. Barr & Company	Very High 68%	270	398	$4.7M
Blackston Financial Advisory Group, LLC	Low 7%	63	940	$350K
Jennings & Associates Financial Advisors, LLC	High 26%	176	680	$350K
Opus Capital Management	Very High 62%	259	415	$2.2M
Intrepid Financial Planning Group, LLC	Typical 15%	212	1,444	$270K
Retirement Planning Solutions, LLC	Low 6%	74	1,210	$390K
KPP Advisory Services LLC	Low 8%	318	3,995	$310K
Keating Financial Advisory Services	Very Low 5%	235	4,994	$260K
Faithward Advisors, LLC	Low 10%	304	3,036	$330K
Scarborough Capital Management	High 27%	732	2,664	$620K
Magnate Advisory Services, LLC	Very Low 4%	67	1,572	$190K
Cullinan Associates, Inc.	Very High 49%	293	599	$2.2M
FWG Investments, LLC	Very Low 1%	19	1,813	$180K
Paul Winkler, Inc.	Typical 15%	367	2,419	$520K
Spectrum Financial Alliance, Ltd., L.L.C.	High 38%	240	630	$1.1M
Family Wealth Planning Partners	Very Low 4%	51	1,141	$180K
Lee Danner & Bass Inc	Very High 100%	959	959	$1.8M
Reliant Wealth Planning, LLC	High 38%	642	1,700	$350K
Van Leeuwen Retirement & Investment Services	Typical 25%	173	700	$780K
Euro Pacific Asset Management, LLC	Very Low 3%	124	3,587	$280K
Tony Walker Financial	Very Low 3%	56	1,828	$200K
Benjamin F. Edwards Wealth Management, LLC	Very Low 1%	14	1,099	$620K
JDL Advisers	Typical 18%	1,376	7,691	$250K

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