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Dupree & Company, Inc.

● SEC registered since 1977CRD 1697SEC# 801-13157Lexington, KY
Export (members)
Reg. AUM
$956.5M
Employees
12
Accounts
1
Location
Lexington, KY

Dupree & Company, Inc. assets under management

Dupree & Company, Inc. is an investment advisory firm registered with the SEC based in Lexington, KY. The firm has been registered since 1977. It reports $956.5 million in regulatory assets under management and employs 12 people.

Dupree & Company, Inc. owners & executives

13 reported
NameTitleOwnershipSince
Bank of the Bluegrass & Trust Company ControlTrusteeUnder 5%2018
Bank of the Bluegrass Succ Tr for Clara G Dupree Tr Ua Fbo David G. Dupree ControlShareholder25-50%2018
Bank of the Bluegrass Succ Tr for Clara G Dupree Tr Ua Fbo Lamar Dupree GrimesShareholder5-10%2018
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Frequently asked questions

How much does Dupree & Company, Inc. manage?

Dupree & Company, Inc. reports $956.5 million in regulatory assets under management on its Form ADV.

How many employees does Dupree & Company, Inc. have?

Dupree & Company, Inc. reports 12 employees.

Where is Dupree & Company, Inc. located?

Dupree & Company, Inc. is based in Lexington, KY and has been SEC-registered since 1977.

Does Dupree & Company, Inc. disclose fund performance?

Dupree & Company, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address125 South Mill St Ste 100, Lexington, KY 40507
Phone859-254-7741
Fax859-254-1399
Office hours9:00 - 5:00
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$956.5M
Non-discretionary$0
Total (RAUM)$956.5M