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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 Oct 1, 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
- Website
- HTTP://WWW.KFG.COM
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 3,251 | 8,765 | increased by5,514 |
| Apr 1, 2026 | AUM | $1,051,273,980 | $1,383,095,742 | increased by$331,821,762 |
| Apr 1, 2026 | Accounts | 3,271 | 8,765 | increased by5,494 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 57 | 60 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,330 | 3,251 | increased by1,921 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $615,084,214 | $1,051,273,980 | increased by$436,189,766 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,967 | 3,271 | increased by1,304 |
| Apr 1, 2022 | Clients | 1,648 | 1,330 | decreased by318 |
| Apr 1, 2022 | AUM | $455,270,350 | $615,084,214 | increased by$159,813,864 |
| Apr 1, 2022 | Accounts | 1,648 | 1,967 | increased by319 |
| May 1, 2021 | Employees | 56 | 57 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PRIVATE CLIENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PRIVATE CLIENT” may also match similarly-named firms). Confirm identity against each filing.
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.