Equity Advisors of Kentucky Inc
● SEC registered since 2018CRD 116398SEC# 801-112311Lexington, KY
Reg. AUM
$141.6M
Employees
3
Accounts
530
Location
Lexington, KY
Equity Advisors of Kentucky Inc assets under management
Equity Advisors of Kentucky Inc operates as an SEC-registered investment adviser based in Lexington, KY. The firm has been registered since 2018. It reports $141.6 million in regulatory assets under management and employs 3 people.
Equity Advisors of Kentucky Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric M Felty Control | Owner & Chief Compliance Officer | 25-50% | 2023 |
| Fon Rogers Control | Owner | 50-75% | 2023 |
Frequently asked questions
How much does Equity Advisors of Kentucky Inc manage?
Equity Advisors of Kentucky Inc reports $141.6 million in regulatory assets under management on its Form ADV.
How many employees does Equity Advisors of Kentucky Inc have?
Equity Advisors of Kentucky Inc reports 3 employees.
Where is Equity Advisors of Kentucky Inc located?
Equity Advisors of Kentucky Inc is based in Lexington, KY and has been SEC-registered since 2018.
Does Equity Advisors of Kentucky Inc disclose fund performance?
Equity Advisors of Kentucky Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2201 Regency Road, Suite 504, Lexington, KY 40503 |
| Phone | 502-829-9244 |
| Fax | 502-681-9971 |
| Office hours | 8a.m. To 5p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$141.6M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 85%
Larger than 15% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$141.6Mregulatory AUM
Discretionary $6.6MNon-discretionary $135M