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PRIVATE CLIENT SERVICES, LLC
CRD 120222File 801-71475
APPROVED
Retail clients
Disclosure events
Filing as of Mar 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.38B
Above cohort median (national)
Discretionary AUM
$561.6M
Non-discretionary $821.5M
Clients
8,765
8,765 accounts
Employees
60
Top 25% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- May 25, 2010
- Principal office
- 2225 LEXINGTON ROAD, LOUISVILLE, KY, 40206
- Phone
- 502-451-0600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.38B
- Discretionary AUM
- $561.6M
- Non-discretionary AUM
- $821.5M
- Discretionary accounts
- 2,929
- Non-discretionary accounts
- 5,836
- Total accounts
- 8,765
- AUM per client
- $158K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $7.2M |
| High net worth individuals | 194 | $364.8M |
| Pension and profit sharing plans | 35 | $751K |
| Individuals (other than high net worth individuals) | 8,529 | $1.01B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D2
- Q11D4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.