Lemley, Yarling & Co

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Independence, Kentucky
CRD number
18234
Registered since
September 12, 1986

Firm profile

FINTRX

Overview

Lemley, Yarling & Co is organized as a corporation with ownership attributed to a combination of domestic entities and individuals. The firm's profile is categorized as "unclassified," and available source records do not present a clear picture of its investment mandates or client segments. Available flags from the firm's public snapshot indicate it is not a capital allocator, does not identify as an active ESG investor, is not designated a multi-state adviser, is not newly formed, does not describe itself as a pension consultant, and is not listed as having a related adviser. The firm has not supplied standard public details such as advisory activities, fee schedules, or a client breakdown, which limits outside visibility into its operating model and investment approach.

Location & Offices

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

Owners & executives

1 of 1
  • Gery Sadzewicz

    Gery Sadzewicz

    Team CEOCRD 1090963

Contacts

1 of 1
  • Ralph Lemley

    Ralph Lemley

    PresidentCRD 306406

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Independence, KY

Kenton

Location

Independence, KY

Headquartered in Independence, 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
3051 Alderbrook Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth