Data / Investment advisers / Serving charitable organizations / Kentucky
Investment advisers in Kentucky serving charitable organizations: 41 firms
41 SEC registered investment advisers with a main office in Kentucky report charitable organizations among their clients in Form ADV item 5.D, and together they attribute $1.4 billion of their assets under management to them, in the SEC's file of November 2, 2026. The adviser with the most is River Road Asset Management, LLC.
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- 41Advisers
- $1.4 billionAUM from this client type
- 41Advisers over $100 million
- November 2, 2026File date
Advisers in Kentucky serving charitable organizations
Ranked by the AUM the adviser attributes to this client type. Each row links to the firm page where it has one, and to its SEC record.
| Adviser | City | Clients of this type | AUM from this type | Total AUM | Source |
|---|
| River Road Asset Management, LLC | Louisville | 16 | $261.7 million | $9.85 billion | adviserinfo.sec.gov |
| E. S. Barr & Company | Lexington | 10 | $183.2 million | $2.22 billion | adviserinfo.sec.gov |
| Stegner Investment Associates Inc | Louisville | 19 | $166.9 million | $2.77 billion | adviserinfo.sec.gov |
| Castellan | Louisville | Fewer than 5 | $128.6 million | $882.2 million | adviserinfo.sec.gov |
| MCF Advisors, LLC | Lexington | 21 | $114.7 million | $4.68 billion | adviserinfo.sec.gov |
| Harvey Investment Company, LLC | Louisville | 8 | $114.7 million | $1.03 billion | adviserinfo.sec.gov |
| Todd Asset Management LLC | Louisville | 6 | $99.6 million | $6.18 billion | adviserinfo.sec.gov |
| Cullinan Associates, Inc. | Louisville | 11 | $50.7 million | $1.48 billion | adviserinfo.sec.gov |
| Atlas Brown | Louisville | 5 | $50.2 million | $605.2 million | adviserinfo.sec.gov |
| Renaissance Investment Management | Covington | 4 | $49.5 million | $2.91 billion | adviserinfo.sec.gov |
| Parthenon LLC | Louisville | 10 | $40.7 million | $1.22 billion | adviserinfo.sec.gov |
| Russell Capital Management, LLC | Lexington | 10 | $27.2 million | $275 million | adviserinfo.sec.gov |
| Journey Advisory Group, LLC | Covington | 11 | $27.1 million | $1.65 billion | adviserinfo.sec.gov |
| Asio Capital LLC | Lexington | 1 | $26.3 million | $805.1 million | adviserinfo.sec.gov |
| Barlow Wealth Partners, LLC | Louisville | 7 | $16 million | $1.35 billion | adviserinfo.sec.gov |
| Legacy Financial Advisors, Inc. | Covington | 4 | $11.7 million | $1.52 billion | adviserinfo.sec.gov |
| The Prosperity People | Bellevue | 1 | $9.3 million | $147 million | adviserinfo.sec.gov |
| Meridian Wealth Management, LLC | Lexington | 27 | $8.8 million | $4.98 billion | adviserinfo.sec.gov |
| Advantage Investment Management | Louisville | 4 | $7.1 million | $215.4 million | adviserinfo.sec.gov |
| Keystone Financial Group, LLC | Lexington | 13 | $5.3 million | $2.34 billion | adviserinfo.sec.gov |
| Principled Wealth Advisors, LLC | Covington | 2 | $2.9 million | $252.1 million | adviserinfo.sec.gov |
| Altus Wealth Management, LLC | Ft. Mitchell | 1 | $2.9 million | $405.2 million | adviserinfo.sec.gov |
| Ballast, Inc. | Lexington | 3 | $2.4 million | $751.5 million | adviserinfo.sec.gov |
| First Kentucky Securities Corp | Louisville | 4 | $2.2 million | $566 million | adviserinfo.sec.gov |
| Guidance Capital, Inc. | Louisville | 3 | $2 million | $449.8 million | adviserinfo.sec.gov |
| Itrust Asset Management, LLC | Lexington | 1 | $1.8 million | $211.9 million | adviserinfo.sec.gov |
| Retirement Planning Solutions, LLC | Louisville | 2 | $1.1 million | $467 million | adviserinfo.sec.gov |
| Legacy Financial Independent Advisors LLC | Louisville | Fewer than 5 | $973,336 | $484 million | adviserinfo.sec.gov |
| Investments & Financial Planning, LLC | Lexington | 1 | $891,607 | $318.7 million | adviserinfo.sec.gov |
| Access Wealth Management, LLC | Louisville | Fewer than 5 | $748,571 | $357.7 million | adviserinfo.sec.gov |
| FWG Investments, LLC | Lexington | Fewer than 5 | $700,533 | $349 million | adviserinfo.sec.gov |
| Jennings & Associates Financial Advisors, LLC | Paducah | 3 | $655,889 | $240.1 million | adviserinfo.sec.gov |
| Saling Wealth Advisors | Louisville | 1 | $531,657 | $617.7 million | adviserinfo.sec.gov |
| Lockshield Partners, Inc. | Glasgow | 2 | $294,310 | $290.6 million | adviserinfo.sec.gov |
| Winebrenner Capital Management LLC | Louisville | Fewer than 5 | $144,380 | $260.5 million | adviserinfo.sec.gov |
| Abri LLC | Lexington | Fewer than 5 | $122,038 | $114.4 million | adviserinfo.sec.gov |
| Owen Larue Financial Group | Elizabethtown | 1 | $112,412 | $458.9 million | adviserinfo.sec.gov |
| Townsend Financial Planning | Mt. Sterling | Fewer than 5 | $53,575 | $148.3 million | adviserinfo.sec.gov |
| Van Leeuwen Retirement & Investment Services | Richmond | 1 | $45,208 | $559.4 million | adviserinfo.sec.gov |
| Reliant Wealth Planning, LLC | Louisville | 1 | $22,235 | $595.2 million | adviserinfo.sec.gov |
| Wealth Management of the Bluegrass, LLC. | Lexington | Fewer than 5 | $10,748 | $186.7 million | adviserinfo.sec.gov |
Also on SpecStream
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.