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

PAGE FINANCIAL SERVICES, LLC

Advisory

LOUISVILLE, KY

Data as of Mar 24, 2026 · Source: SEC Form ADV

Average account

$983K

across 13 accounts

AUM per adviser

$13M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 24, 2026.

Total AUM

$13M

Discretionary %

100%

Clients

—

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$13M

Discretionary AUM$13M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InKY

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

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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VERMILLION PRIVATE WEALTH, LTD.CO.

$14M

GREENWELL CAPITAL MANAGEMENT, LLC

$14M

ROBERT M WALKER & ASSOCIATES, INC.

$14M

LEXINGTON FINANCIAL ADVISORS, LLC

LEXINGTON, KY

$14M

IPC ADVISORS, INC.

LEXINGTON, KY

$14M

+87.6% 1Y

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