EQUITY ADVISORS OF KENTUCKY INC

Overview

Equity Advisors Of Kentucky Inc is an independent registered investment adviser serving individual and family clients. The firm combines financial planning and portfolio management—covering individuals, small businesses and institutional/business accounts—and also lists accounting among its business activities. Its advisory engagements span traditional fee models (percentage of AUM, hourly and fixed fees) and can include performance-based arrangements. Investment activity centers on public equity exposure delivered primarily through pooled products: mutual funds and ETFs are the most used building blocks. The firm also allocates to third‑party real estate managers and holds corporate debt positions as part of its fixed‑income toolkit. A large majority of client assets are held in non‑discretionary arrangements, which suggests a significant portion of relationships are advisory or plan-driven rather than fully discretionary mandates.

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Public Holdings

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Location & Offices