Journey Advisory Group, LLC
● SEC registered since 2014CRD 171919SEC# 801-79934Covington, KY
Reg. AUM
$1.65B
Employees
31
Accounts
2,113
Location
Covington, KY
Journey Advisory Group, LLC assets under management
Journey Advisory Group, LLC is a registered investment adviser overseen by the SEC based in Covington, KY. The firm has been registered since 2014. It reports $1.7 billion in regulatory assets under management and employs 31 people.
Journey Advisory Group, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andy John Armstrong | Chief Compliance Officer | Under 5% | 2021 |
| James William Owens Control | Member | Under 5% | 2020 |
| Jill Lauren Henson | Member | Under 5% | 2022 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Journey Advisory Group, LLC manage?
Journey Advisory Group, LLC reports $1.7 billion in regulatory assets under management on its Form ADV.
How many employees does Journey Advisory Group, LLC have?
Journey Advisory Group, LLC reports 31 employees.
Where is Journey Advisory Group, LLC located?
Journey Advisory Group, LLC is based in Covington, KY and has been SEC-registered since 2014.
Does Journey Advisory Group, LLC disclose fund performance?
Journey Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 50 E. Rivercenter Blvd, Suite 301, Covington, KY 41011 |
| Phone | 859-888-0356 |
| Fax | 888-712-3569 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1840085 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.65B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 25%
Larger than 75% of 16,271 advisers
EmployeesTop 17%
More than 83% of 16,825 advisers
Assets under management
$1.65Bregulatory AUM
Discretionary $1.63BNon-discretionary $20M