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Journey Advisory Group, LLC

● SEC registered since 2014CRD 171919SEC# 801-79934Covington, KY
Export (members)
Reg. AUM
$1.47B
Employees
27
Accounts
2,004
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 $1.5 billion in regulatory assets under management and employs 27 people.
www.youtube.com/@journeyadvisorygroup4049View on SEC.gov ↗

Journey Advisory Group, LLC owners & executives

12 reported
NameTitleOwnershipSince
Andy John Armstrong ControlChief Compliance OfficerUnder 5%2021
James William Owens ControlMemberUnder 5%2020
Jill Lauren HensonMemberUnder 5%2022
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Frequently asked questions

How much does Journey Advisory Group, LLC manage?

Journey Advisory Group, LLC reports $1.5 billion in regulatory assets under management on its Form ADV.

How many employees does Journey Advisory Group, LLC have?

Journey Advisory Group, LLC reports 27 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

Address50 E. Rivercenter Blvd, Suite 301, Covington, KY 41011
Phone859-888-0356
Fax888-712-3569
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1840085
Discloses disciplinary historyNo

Assets under management

Discretionary$1.45B
Non-discretionary$25.8M
Total (RAUM)$1.47B