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Equity Advisors of Kentucky Inc

● SEC registered since 2018CRD 116398SEC# 801-112311Lexington, KY
Export (members)
Reg. AUM
$125M
Employees
3
Accounts
118
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 $125 million in regulatory assets under management and employs 3 people.

Equity Advisors of Kentucky Inc owners & executives

2 reported
NameTitleOwnershipSince
Eric M Felty ControlOwner & Chief Compliance Officer25-50%2023
Fon Rogers ControlOwner50-75%2023

Frequently asked questions

How much does Equity Advisors of Kentucky Inc manage?

Equity Advisors of Kentucky Inc reports $125 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

Address2201 Regency Road, Suite 504, Lexington, KY 40503
Phone502-829-9244
Fax502-681-9971
Office hours8a.m. To 5p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$5M
Non-discretionary$120M
Total (RAUM)$125M