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 both individual/family and institutional clients. The firm offers a mix of financial planning and portfolio management for individuals and small businesses, plus educational seminars and pension-related consulting. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Journey is not positioned as a capital allocator and is not active in ESG investing.

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

    Michael Whelan

    Chief Financial OfficerCRD 7205962

  • Richard Pettway

    Richard Pettway

    Chief Investment OfficerCRD 7292249

  • Tyler Lang

    Tyler Lang

    Founder and CEOCRD 5128339

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Contacts

3 of 21

  • Andy Armstrong

    Financial Advisor and Registered RepresentativeCRD 4448534

  • Tyler Verst

    Tyler Verst

    Associate, Financial AdvisorCRD 7844143

  • Kathryn Mcneely

    Kathryn Mcneely

    Director of OperationsCRD 3135273

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 132

Active vs passive

$757M in ETFs

Passive

81%

$612M

Active

16%

$145M

ETFProviderStyleCategoryValueShares% of portfolio
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND (PYLD)PIMCOActiveMultisector Bond$63.4M2,392,3758.39%
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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