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JOURNEY ADVISORY GROUP, LLC
CRD 171919File 801-79934
APPROVED
Retail clients
Custody
Filing as of Aug 21, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.65B
Top 25% of cohort (national)
Discretionary AUM
$1.63B
Non-discretionary $20.0M
Clients
888
2,113 accounts
Employees
31
Top 25% of cohort in KY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 26, 2014
- Principal office
- 50 E. RIVERCENTER BLVD, SUITE 301, COVINGTON, KY, 41011
- Phone
- 859-888-0356
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.65B
- Discretionary AUM
- $1.63B
- Non-discretionary AUM
- $20.0M
- Discretionary accounts
- 2,105
- Non-discretionary accounts
- 8
- Total accounts
- 2,113
- AUM per client
- $1.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 10 | $24.7M |
| Charitable organizations | 11 | $27.1M |
| High net worth individuals | 337 | $1.44B |
| Pooled investment vehicles | 1 | $39K |
| Pension and profit sharing plans | 7 | $11.3M |
| Individuals (other than high net worth individuals) | 522 | $150.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 27 | 31 | increased by4 |
| Apr 1, 2026 | Clients | 843 | 888 | increased by45 |
| Apr 1, 2026 | AUM | $1,473,333,518 | $1,654,120,334 | increased by$180,786,816 |
| Apr 1, 2026 | Accounts | 2,004 | 2,113 | increased by109 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 27 | increased by7 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 597 | 843 | increased by246 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $749,294,340 | $1,473,333,518 | increased by$724,039,178 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,597 | 2,004 | increased by407 |
| Apr 1, 2022 | Clients | 558 | 597 | increased by39 |
| Apr 1, 2022 | AUM | $647,445,977 | $749,294,340 | increased by$101,848,363 |
| Apr 1, 2022 | Accounts | 1,513 | 1,597 | increased by84 |
| 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 “JOURNEY ADVISORY” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“JOURNEY ADVISORY” 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.