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JOURNEY ADVISORY GROUP, LLC
CRD 171919File 801-79934
APPROVED
Retail clients
Custody
Filing as of Jun 8, 2026
Feed vintage Aug 17, 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 |
|---|---|---|---|
| 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.