RIA Intel›Advisers›Kentucky›SPRINGHOUSE FINANCIAL, LLC

SPRINGHOUSE FINANCIAL, LLC

Advisory

KY

Data as of Jan 30, 2026 · Source: SEC Form ADV

Average account

$370K

across 46 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

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.

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

21 clients

4 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.

STONEWALL CAPITAL PARTNERS PSC

$18M

PROFOLIO INVESTMENTS, INC.

$18M

REMINGTON WEALTH MANAGEMENT LLC

$15M

SMC CAPITAL INC/KY/

$15M

TRELLA WEALTH LLC

$19M

LIFE ADVISORS - FINANCIAL PLANNING AND WEALTH MANAGEMENT, LLC

MUNFORDVILLE, KY

$15M

Get the full picture on SPRINGHOUSE FINANCIAL, LLC

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

Create a free account →See plans