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Below is the list of Top 30 Investment Management Startups And Companies in Kentucky ranked based on company size, client reviews, services, and awards.
Industry: Investment Management
Location: Kentucky
Website: accessventures.org
Company Founded: 2013
Company Size: 1-10
Company Address: 1155 South Shelby Street, Louisville, Kentucky, United States
Access Ventures Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Bryce Butler | Founder And Managing Partner | |||
Moses Icyishaka | Principal | |||
Tim Harris | Director Of Marketing And Communications | |||
Vanessa Koenigsmark | Senior Associate, Access To Capital | |||
Matthew Edson | Creative Team Intern | |||
Hannah Goodwin | Creative Intern |
Industry: Investment Management
Location: 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 | Phone | ||
---|---|---|---|---|
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 |
Industry: Investment Management
Location: Kentucky
Website: firstky.com
Company Founded: 1977
Company Size: 11-50
Company Address: 4360 Brownsboro Road, Louisville, Kentucky, United States
First Kentucky Securities Corporation Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Martha Weeks | Private Wealth Manager | |||
Bill Fenwick | Chairman Of The Board, Senior Vice President Investments | |||
Chris Mccrea | Private Wealth Advisor | |||
Sheree Bollinger | Vice President | |||
Ruth Webb | Public Finance Associate | |||
Bryan Mccrea | Private Wealth Advisor | |||
Austin Flatt | Private Wealth Advisor |
Industry: Investment Management
Location: Kentucky
Website: atlasbrown.com
Company Founded: 2004
Company Size: 1-10
Company Address: 333 East Main Street, Louisville, Kentucky, United States
Atlas Brown, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Sam Vonderheide | Associate Financial Advisor And Analyst | |||
Brad Glotzbach | Senior Relationship Manager | |||
Tim Corley | Senior Vice President And Senior Wealth Advisor | |||
Patricia Anderson | Vice President - Client Relations | |||
Cheryl Hesen | Client Service Officer | |||
Troy Braun | Family Office Administrator And Human Resources Onsite Supervisor And Assistant To Controller And Office Manager | |||
Sally Price | Executive Assistant |
Industry: Investment Management
Location: Kentucky
Website: accreditedwm.com
Company Founded: 2014
Company Size: 1-10
Company Address: 6010 Brownsboro Park Boulevard, Louisville, Kentucky, United States
Accredited Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Shawn Clark | Founding Partner And Wealth Advisor | |||
Steve Giacobbe | Managing Partner And Chief Investment Officer | |||
Shawn Clark | Managing Partner And Wealth Advisor |
Industry: Investment Management
Location: Kentucky
Website: ironbaycapital.com
Company Founded: 2011
Company Size: 1-10
Iron Bay Capital Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Robert Bolton | President, Portfolio Manager |
Industry: Investment Management
Location: Kentucky
Company Size: 51-200
Company Address: 100 East Vine Street, Lexington, Kentucky, United States
Community Trust And Investment Company Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Trigg Mitchell | Vice President, Senior Wealth Advisor |
Todd Asset Management Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Travis Konermann | Research Analyst | |||
John White | Partner | |||
John Poole | Managing Director, Marketing | |||
Shaun Siers | Portfolio Manager | |||
Jeremy Riddle | Head Trader | |||
Jack Holden | Partner, Senior Portfolio Manager | |||
Shaun Siers | Research Assistant |
Industry: Investment Management
Location: 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 | Phone | ||
---|---|---|---|---|
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 |
Industry: Investment Management
Location: Kentucky
Website: castellangroup.com
Company Founded: 2018
Company Size: 1-10
Castellan Group, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Camden Booker | Analyst | |||
Luke Huffman | Research Intern | |||
Shannon Bradbury | Director Of Operations And Compliance |
Industry: Investment Management
Location: Kentucky
Website: waycrosspartners.com
Company Founded: 2005
Company Size: 1-10
Company Address: 4965 Highway 42, Louisville, Kentucky, United States
Waycross Partners Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Douglas Myers | National Sales Director | |||
Larry Walker | Partner And Strategist |
Industry: Investment Management
Location: Kentucky
Website: capventuregroup.com
Company Founded: 2013
Company Size: 1-10
Company Address: 14007 Harbour Place, Prospect, Kentucky, United States
Cap Venture Group, Inc. Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Alex Parker | Co-founder And Chief Executive Officer | |||
Jami Siegel | Project Manager And Acquisitions |
Industry: Investment Management
Location: Kentucky
Website: conservativeportfolios.com
Company Size: 1-10
Company Address: 110 East Third Street, Lexington, Kentucky, United States
Conservativeportfolios.com Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Lee Helmers | Founder |
Industry: Investment Management
Location: Kentucky
Website: kingfinancialrepair.com
Company Size: 1-10
Company Address: 10200 Forest Green Boulevard, Louisville, Kentucky, United States
King Financial Repair Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
J Chris Fugett | Credit Repair And Business Financing Consultant |
Industry: Investment Management
Location: 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 | Phone | ||
---|---|---|---|---|
Nathan Slyh | Partner And Wealth Advisor |
Industry: Investment Management
Location: Kentucky
Website: alphamarkadvisors.com
Company Founded: 1999
Company Size: 1-10
Alphamark Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kelly Owens | Cfp, Cdfa, Partner | |||
Anne Haggerty | Chief Creative Officer And Director Of Operations At Alphamark Advisors |
Industry: Investment Management
Location: Kentucky
Company Size: 1-10
Company Address: 121 Walton Avenue, Lexington, Kentucky, United States
Moneywatch Advisors Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ramsey Bova | President |
Industry: Investment Management
Location: Kentucky
Company Founded: 2010
Company Size: 1-10
Company Address: 105 Wind Haven Drive, Nicholasville, Kentucky, United States
Blacksummit Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Tyler Thompson | Associate |
Industry: Investment Management
Location: Kentucky
Website: strategies4wealth.com
Company Size: 1-10
Company Address: 972 Commercial Drive, Richmond, Kentucky, United States
Williams Tax & Financial Services Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Tim Williams | Advisor |
Industry: Investment Management
Location: 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 | Phone | ||
---|---|---|---|---|
Kennedy Ekovich | Intern |
Industry: Investment Management
Location: 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 | Phone | ||
---|---|---|---|---|
Chad Kobes | Financial Advisor |
Industry: Investment Management
Location: Kentucky
Website: tfgplanner.com
Company Founded: 2013
Company Size: 1-10
Company Address: 901 Highway 68 South, Maysville, Kentucky, United States
The Financial Group, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Michael Rigdon | Manager | |||
Gerald Fulk | Director Of Pupil Transportation | |||
Glenn Brothers | Artist | |||
Stella Hull | Manager | |||
Robin Haggard | Legal Secretary | |||
Johnny Stahl | Professional | |||
Bonnie Parker | Teachers Assistant |
Industry: Investment Management
Location: Kentucky
Website: powerbi.com
Company Founded: 2016
Company Size: 1-10
Berea College Motley Fool Investment Club Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Elyor Tukhtasinov | President Elect |
Industry: Investment Management
Location: Kentucky
Website: mainstreetwealth.net
Company Size: 1-10
Company Address: 325 West Main Street, Louisville, Kentucky, United States
Mainstreet Wealth Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jim Hunter | Owner |
Industry: Investment Management
Location: 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 | Phone | ||
---|---|---|---|---|
Logan Foster | Managing Member |
Industry: Investment Management
Location: Kentucky
Website: newtonfinancialgroup.com
Company Founded: 2000
Company Size: 1-10
Company Address: 191 West Professional Park Court, Bowling Green, Kentucky, United States
Newton Financial Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Karen Reynolds | Investment Advisor |
Industry: Investment Management
Location: Kentucky
Website: sachsinvestmentgroup.com
Company Founded: 1974
Company Size: 1-10
Company Address: 1346 South 3rd Street, Louisville, Kentucky, United States
Sachs Investment Group Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Jeannie Spencer | H R Associate |
Industry: Investment Management
Location: Kentucky
Website: starhomeusa.com
Company Founded: 1981
Company Size: 1-10
Company Address: 460 South 4th Street, Perryville, Kentucky, United States
Star Home Usa Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Cindy Simmons | Logistics Coordinator |
Legacy Bloodstock Agency, Llc Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Kristin Purdy | Sales Director |
Industry: Investment Management
Location: Kentucky
Website: boschfinancial.com
Company Size: 1-10
Company Address: 7620 Dixie Highway, Florence, Kentucky, United States
Bosch Financial/ifp Plan Management Contact Details
Name | Title | Phone | ||
---|---|---|---|---|
Ed Bosch | Investment Advisor |
No. | Name | Company | Job Title | Phone | ||
---|---|---|---|---|---|---|
1 | Bryce Butler | Access Ventures | Founder And Managing Partner | |||
2 | Moses Icyishaka | Access Ventures | Principal | |||
3 | Tim Harris | Access Ventures | Director Of Marketing And Communications | |||
4 | Vanessa Koenigsmark | Access Ventures | Senior Associate, Access To Capital | |||
5 | Matthew Edson | Access Ventures | Creative Team Intern | |||
6 | Hannah Goodwin | Access Ventures | Creative Intern | |||
7 | A.l Kawaja | Meridian Wealth Management, Llc | Wealth Management Advisor | |||
8 | Andrew Norden | Meridian Wealth Management, Llc | Wealth Managment Advisor | |||
9 | Natalie Lee | Meridian Wealth Management, Llc | Partner And Wealth Management Advisor | |||
10 | Katie Lockwood | Meridian Wealth Management, Llc | Wealth Management Advisor | |||
11 | Brandon Schleter | Meridian Wealth Management, Llc | Wealth Management Advisor | |||
12 | Leslie Rion | Meridian Wealth Management, Llc | Financial Advisor | |||
13 | Lexy Schmidt | Meridian Wealth Management, Llc | Client Services Manager | |||
14 | Martha Weeks | First Kentucky Securities Corporation | Private Wealth Manager | |||
15 | Bill Fenwick | First Kentucky Securities Corporation | Chairman Of The Board, Senior Vice President Investments | |||
16 | Chris Mccrea | First Kentucky Securities Corporation | Private Wealth Advisor | |||
17 | Sheree Bollinger | First Kentucky Securities Corporation | Vice President | |||
18 | Ruth Webb | First Kentucky Securities Corporation | Public Finance Associate | |||
19 | Bryan Mccrea | First Kentucky Securities Corporation | Private Wealth Advisor | |||
20 | Austin Flatt | First Kentucky Securities Corporation | Private Wealth Advisor | |||
21 | Sam Vonderheide | Atlas Brown, Inc. | Associate Financial Advisor And Analyst | |||
22 | Brad Glotzbach | Atlas Brown, Inc. | Senior Relationship Manager | |||
23 | Tim Corley | Atlas Brown, Inc. | Senior Vice President And Senior Wealth Advisor | |||
24 | Patricia Anderson | Atlas Brown, Inc. | Vice President - Client Relations | |||
25 | Cheryl Hesen | Atlas Brown, Inc. | Client Service Officer | |||
26 | Troy Braun | Atlas Brown, Inc. | Family Office Administrator And Human Resources Onsite Supervisor And Assistant To Controller And Office Manager | |||
27 | Sally Price | Atlas Brown, Inc. | Executive Assistant | |||
28 | Shawn Clark | Accredited Wealth Management | Founding Partner And Wealth Advisor | |||
29 | Steve Giacobbe | Accredited Wealth Management | Managing Partner And Chief Investment Officer | |||
30 | Shawn Clark | Accredited Wealth Management | Managing Partner And Wealth Advisor | |||
31 | Robert Bolton | Iron Bay Capital | President, Portfolio Manager | |||
32 | Trigg Mitchell | Community Trust And Investment Company | Vice President, Senior Wealth Advisor | |||
33 | Travis Konermann | Todd Asset Management Llc | Research Analyst | |||
34 | John White | Todd Asset Management Llc | Partner | |||
35 | John Poole | Todd Asset Management Llc | Managing Director, Marketing | |||
36 | Shaun Siers | Todd Asset Management Llc | Portfolio Manager | |||
37 | Jeremy Riddle | Todd Asset Management Llc | Head Trader | |||
38 | Jack Holden | Todd Asset Management Llc | Partner, Senior Portfolio Manager | |||
39 | Shaun Siers | Todd Asset Management Llc | Research Assistant | |||
40 | Harry Russell | Russell Capital Management | Partner |
Investment Management companies in different states of USA
Investment Management companies in different cities of Kentucky
No. | Cities | Number of Contacts | Download |
---|---|---|---|
1 | Investment Management Companies in Louisville | 1150 | |
2 | Investment Management Companies in Lexington | 1035 |