RIA Intel›Advisers›Kentucky›SAPPHIRE FIDUCIARY ADVISORS, LLC

SAPPHIRE FIDUCIARY ADVISORS, LLC

Advisory

KY

Data as of Aug 12, 2026 · Source: SEC Form ADV

Rank in KY

#110

of 136 advisers by AUM

Average account

$857K

across 105 accounts

AUM per adviser

$45M

2 advisers

Source: SEC Form ADV. Figures as filed Aug 12, 2026.

Total AUM

$90M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$90M

Discretionary AUM$90M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL, KY, OH

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

24 clients

9 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in KY

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

FOSTER INVESTMENT SERVICES LIMITED LIABILITY COMPANY

$90M

C. FARNSLEY, LLC

$92M

TMFS - LOUISVILLE LLC

$85M

JNF ADVISORS, INC.

$96M

C WEALTH MANAGEMENT LLC

$84M

DEAN DORTON WEALTH MANAGEMENT, LLC

$81M

Get the full picture on SAPPHIRE FIDUCIARY ADVISORS, LLC

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

Create a free account →See plans