RIA Intel›Advisers›Kentucky›E2 FINANCIAL SERVICES, LLC

E2 FINANCIAL SERVICES, LLC

Advisory

KY

Data as of Mar 13, 2026 · Source: SEC Form ADV

Average account
$132K
across 63 accounts
AUM per adviser
$8M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 13, 2026.

Total AUM
$8M
Discretionary %
0%
Clients
46
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$8M
Discretionary AUM$0
Non-Discretionary AUM$8M
Discretionary %0%
Total Clients46
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKY, OH
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KY

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

WH WEALTH MANAGEMENT LLC
$8M
FORTRESS FINANCIAL PARTNERS LLC
FLORENCE, KY
$7M
TRUST ALLIANCE WEALTH PARTNERS LLC
$7M
BALANCED LIFE PLANNING LLC
$10M
PRIVATE ASSET MANAGEMENT, INC.
LEXINGTON, KY
$10M
BRK WEALTH MANAGEMENT LLC
$6M

Get the full picture on E2 FINANCIAL SERVICES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track E2 FINANCIAL SERVICES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans