RIA Intel›Advisers›Kentucky›HIGH KNOLL WEALTH ADVISORS, LLC

HIGH KNOLL WEALTH ADVISORS, LLC

Advisory

LEXINGTON, KY

Data as of Mar 29, 2026 · Source: SEC Form ADV

Average account
$97K
across 128 accounts
AUM per adviser
$4M
3 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
44
Employees
3

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$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients44
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InKY, TN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in KY

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

PAGE FINANCIAL SERVICES, LLC
LOUISVILLE, KY
$13M
VERMILLION PRIVATE WEALTH, LTD.CO.
$14M
GREENWELL CAPITAL MANAGEMENT, LLC
$14M
ROBERT M WALKER & ASSOCIATES, INC.
$14M
WEALTH MANAGEMENT SERVICES OF CINCINNATI, LLC
FORT MITCHELL, KY
$11M
-41.4% 1Y
LEXINGTON FINANCIAL ADVISORS, LLC
LEXINGTON, KY
$14M

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