Top 10 Investment Management Companies in Lexington

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Below is the list of Top 10 Investment Management Companies in Lexington ranked based on company size, client reviews, services, and awards.

Investment Management Companies in Lexington

1. Meridian Wealth Management, Llc

Industry: Investment Management

Location: Lexington, Kentucky

Website: meridianwealthllc.com

Company Founded: 2009

Company Size: 11-50

Company Address: 250 West Main Street, Lexington, Kentucky, United States

Meridian Wealth Management, Llc Contact Details

Name Title LinkedIn Phone Email
A.l Kawaja Wealth Management Advisor
Andrew Norden Wealth Managment Advisor
Natalie Lee Partner And Wealth Management Advisor
Katie Lockwood Wealth Management Advisor
Brandon Schleter Wealth Management Advisor
Leslie Rion Financial Advisor
Lexy Schmidt Client Services Manager
Requires/Intent and 5 more Employees
Hedge Fund Strategies
IPO Advisory
Web Development
and more

2. Community Trust And Investment Company

Industry: Investment Management

Location: Lexington, Kentucky

Company Size: 51-200

Company Address: 100 East Vine Street, Lexington, Kentucky, United States

Community Trust And Investment Company Contact Details

Name Title LinkedIn Phone Email
Trigg Mitchell Vice President, Senior Wealth Advisor
Requires/Intent
Portfolio Management Solutions
Market Research
and more

3. Russell Capital Management

Industry: Investment Management

Location: Lexington, Kentucky

Website: russcap.com

Company Founded: 1991

Company Size: 11-50

Company Address: 476 East High Street, Lexington, Kentucky, United States

Russell Capital Management Contact Details

Name Title LinkedIn Phone Email
Harry Russell Partner
Brian Mckeown Senior Wealth Management
Ford Lankford Portfolio Manager
Keith Day Financial Analyst
Kim Osborne Office Manager
Justin Sautter Senior Vice President
Requires/Intent
Market Research
Advertising
High-Frequency Trading Solutions
Private Wealth Management
and more

4. Conservativeportfolios.com

Industry: Investment Management

Location: Lexington, Kentucky

Website: conservativeportfolios.com

Company Size: 1-10

Company Address: 110 East Third Street, Lexington, Kentucky, United States

Conservativeportfolios.com Contact Details

Name Title LinkedIn Phone Email
Lee Helmers Founder
Requires/Intent
Alternative Investment Consulting
Smart Contracts For Investment
and more

5. Acuity Wealth Management Advisors

Industry: Investment Management

Location: Lexington, Kentucky

Website: acuitywma.com

Company Founded: 2015

Company Size: 1-10

Company Address: 444 East Main Street, Lexington, Kentucky, United States

Acuity Wealth Management Advisors Contact Details

Name Title LinkedIn Phone Email
Nathan Slyh Partner And Wealth Advisor
Requires/Intent
Public Relations
Compliance & Risk Management
IPO Advisory
Digital Asset & Cryptocurrency Investment
and more

6. Moneywatch Advisors

Industry: Investment Management

Location: Lexington, Kentucky

Company Size: 1-10

Company Address: 121 Walton Avenue, Lexington, Kentucky, United States

Moneywatch Advisors Contact Details

Name Title LinkedIn Phone Email
Ramsey Bova President
Requires/Intent
Tax Optimization For Investments
IT Support
E-commerce Integration
and more

7. Bluegrass Angels

Industry: Investment Management

Location: Lexington, Kentucky

Website: bluegrassangels.com

Company Founded: 2004

Company Size: 1-10

Company Address: 330 East Main Street, Lexington, Kentucky, United States

Bluegrass Angels Contact Details

Name Title LinkedIn Phone Email
Kennedy Ekovich Intern
Requires/Intent
AI-Powered Financial Forecasting
Sales
FinTech Solutions For Investment Firms
Business Expansion
and more

8. Wallace Hart Capital Management

Industry: Investment Management

Location: Lexington, Kentucky

Website: wallacehart.com

Company Founded: 2017

Company Size: 1-10

Company Address: 1792 Alysheba Way, Lexington, Kentucky, United States

Wallace Hart Capital Management Contact Details

Name Title LinkedIn Phone Email
Chad Kobes Financial Advisor
Requires/Intent
Financial Management
Web Development
IPO Advisory
and more

9. Foster Investment Services, Llc

Industry: Investment Management

Location: Lexington, Kentucky

Website: fosterinvestment.net

Company Founded: 2017

Company Size: 1-10

Company Address: 151 Prosperous Place, Lexington, Kentucky, United States

Foster Investment Services, Llc Contact Details

Name Title LinkedIn Phone Email
Logan Foster Managing Member
Requires/Intent
Institutional Asset Management
AI
Public Relations
Tax Optimization For Investments
and more
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Lexington Investment Management Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 A.l Kawaja Meridian Wealth Management, Llc Wealth Management Advisor
2 Andrew Norden Meridian Wealth Management, Llc Wealth Managment Advisor
3 Natalie Lee Meridian Wealth Management, Llc Partner And Wealth Management Advisor
4 Katie Lockwood Meridian Wealth Management, Llc Wealth Management Advisor
5 Brandon Schleter Meridian Wealth Management, Llc Wealth Management Advisor
6 Leslie Rion Meridian Wealth Management, Llc Financial Advisor
7 Lexy Schmidt Meridian Wealth Management, Llc Client Services Manager
8 Trigg Mitchell Community Trust And Investment Company Vice President, Senior Wealth Advisor
9 Harry Russell Russell Capital Management Partner
10 Brian Mckeown Russell Capital Management Senior Wealth Management
11 Ford Lankford Russell Capital Management Portfolio Manager
12 Keith Day Russell Capital Management Financial Analyst
13 Kim Osborne Russell Capital Management Office Manager
14 Justin Sautter Russell Capital Management Senior Vice President
15 Lee Helmers Conservativeportfolios.com Founder
16 Nathan Slyh Acuity Wealth Management Advisors Partner And Wealth Advisor
17 Ramsey Bova Moneywatch Advisors President
18 Kennedy Ekovich Bluegrass Angels Intern
19 Chad Kobes Wallace Hart Capital Management Financial Advisor
20 Logan Foster Foster Investment Services, Llc Managing Member

Investment Management companies in different cities of Kentucky

No. Industry Number of Contacts Download
1 Investment Management Companies in Louisville 1150