JOURNEY ADVISORY GROUP, LLC

RIASEC RegisteredEst. 2014
Total AUM
$1.7B
Discretionary
$1.6B
99% of AUM
Avg account
$783K
Accounts
2,113
Employees
31
Advisory reps
25

Firm details

Headquarters
COVINGTON, Kentucky
CRD number
171919
Registered since
June 26, 2014
Website
www.journeyadvisory.group
Custodians
CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI87.11%
  • Individuals9.07%
  • Charitable Organizations1.64%
  • Corporations / Businesses1.49%
  • Pension & Profit Sharing Plans0.68%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Journey Advisory Group, LLC is an independent registered investment adviser formed in 2014 that serves individual, family and institutional clients. The firm operates as an LLC and describes its primary advisory activities as financial planning, portfolio management for individuals and small businesses, pension consulting and educational seminars. It charges a mixture of percentage-of-AUM, hourly and fixed fees. Journey is not identified as an active ESG investor in its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 50%, Exchange Traded Equities 40%, US Government Bonds 3%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 1%, Other 1%50%
  • Public Funds/Mutual Funds50%
  • Exchange Traded Equities40%
  • US Government Bonds3%
  • Investment Grade Corp Bonds3%
  • Cash & Cash Equivalents3%

Owners & executives

3 of 4

  • Michael Whelan

    Chief Financial OfficerCRD 7205962

  • Richard Pettway

    Chief Investment OfficerCRD 7292249

  • TYLER LANG

    Founder and CEOCRD 5128339

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Contacts

3 of 21

  • ANDY ARMSTRONG

    Financial Advisor and Registered RepresentativeCRD 4448534

  • Tyler Verst

    Associate, Financial AdvisorCRD 7844143

  • KATHRYN MCNEELY

    Director of OperationsCRD 3135273

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

ETF holdings

1 of 112

Active vs passive

$735M in ETFs

Passive

76%

$560M

Active

21%

$175M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV)BlackRockPassiveUltrashort Bond$64.1M637,0298.72%
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Location

Primary office

COVINGTON, KY

KENTON

Location

COVINGTON, KY

Headquartered in COVINGTON, KY, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the South.

Metro area
Cincinnati-Wilmington-Maysville, OH-KY-IN
Region
South
County
KENTON
Address
50 E Rivercenter Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth