RIA Intel›Advisers›Kentucky›BLUEGRASS FINANCIAL PLANNING, LLC

BLUEGRASS FINANCIAL PLANNING, LLC

Advisory

LOUISVILLE, KY

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in KY

#122

of 136 advisers by AUM

Average account

$411K

across 149 accounts

AUM per adviser

$61M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$61M

Discretionary %

100%

Clients

77

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$61M

Discretionary AUM$61M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients77

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIN, KY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

77 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in KY

Closest by assets under management. All figures from Form ADV.

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JOURNEY FINANCIAL MANAGEMENT, LLC

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$58M

HAFELE INVESTMENTS, INC.

LOUISVILLE, KY

$58M

JLA CAPITAL, LLC

$57M

THOMPSON INVESTMENT ADVISORS, INC.

LOUISVILLE, KY

$57M

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