RIA Intel›Advisers›Kentucky›FENWICK FINANCIAL L.L.C.

FENWICK FINANCIAL L.L.C.

Advisory

KY

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

Average account
$37K
across 41 accounts
AUM per adviser
$2M
1 adviser

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

Total AUM
$2M
Discretionary %
100%
Clients
28
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$2M
Discretionary AUM$2M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients28
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKY
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KY

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

MOON LASSO ASSET MANAGEMENT, LLC
$1M
LIVELY FINANCIAL LLC
$1M
HANNEGAN WEALTH MANAGEMENT, LLC
EDGEWOOD, KY
$2M
BEST INVESTMENT OPTIONS, LLC
LOUISVILLE, KY
$1M
FARRIS CAPITAL MANAGEMENT
LEXINGTON, KY
$1M
ARSENAL INVESTMENT ADVISORS, LLC
LOUISVILLE, KY
$999K

Get the full picture on FENWICK FINANCIAL L.L.C.

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

Create a free account →See plans