EQUITY ADVISORS OF KENTUCKY INC
CRD #116398 SEC #801-112311 LEXINGTON, KY 502-829-9244
SEC Registered
Total AUM
$125M
Discretionary
$5M
Employees
3
Clients
101
Accounts
118
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $125M | $5M | $120M | 3 | 0 |
| Aug 2024 | $115.9M | $21.4M | $94.5M | 3 | 0 |
| Jun 2024 | $115.9M | $21.4M | $94.5M | 3 | 0 |
| Mar 2024 | $115.9M | $21.4M | $94.5M | 3 | 0 |
| Nov 2023 | $105.5M | $7.8M | $97.7M | 4 | 0 |
| Aug 2023 | $105.5M | $7.8M | $97.7M | 4 | 0 |
| Jul 2023 | $105.5M | $7.8M | $97.7M | 4 | 0 |
| Mar 2023 | $105.5M | $7.8M | $97.7M | 5 | 0 |
| Jun 2022 | $131.3M | $18.3M | $113.1M | 5 | 0 |
| Mar 2022 | $131.3M | $18.3M | $113.1M | 5 | 0 |
| May 2021 | $122.6M | $9M | $113.6M | 7 | 0 |
| Mar 2021 | $122.6M | $9M | $113.6M | 7 | 0 |
| Sep 2020 | $119.8M | $5.2M | $114.6M | 8 | 0 |
| Sep 2020 | $119.8M | $5.2M | $114.6M | 8 | 0 |
| Aug 2020 | $119.8M | $5.2M | $114.6M | 8 | 0 |
| Jun 2020 | $119.8M | $5.2M | $114.6M | 8 | 0 |
| Apr 2020 | $119.8M | $5.2M | $114.6M | 8 | 0 |
| Mar 2020 | $119.8M | $5.2M | $114.6M | 8 | 0 |
| Sep 2019 | $104.5M | $3.3M | $101.2M | 8 | 0 |
| Jul 2019 | $104.5M | $3.3M | $101.2M | 8 | 0 |
| Mar 2019 | $104.5M | $3.3M | $101.2M | 8 | 0 |
| Mar 2019 | $104.5M | $3.3M | $101.2M | 8 | 0 |
| May 2018 | $125.4M | $3.3M | $122.1M | 8 | 91 |
| Apr 2018 | $125.4M | $3.3M | $122.1M | 8 | 91 |
| Dec 2017 | $122.3M | $3.9M | $118.4M | 8 | 91 |
| Jun 2012 | $51.8M | $0 | $51.8M | 6 | 26 |
| May 2012 | $51.8M | $0 | $51.8M | 6 | 26 |
| May 2012 | $51.8M | $0 | $51.8M | 6 | 26 |
| May 2012 | $51.8M | $0 | $51.8M | 6 | 26 |
| May 2012 | $51.8M | $0 | $51.8M | 6 | 26 |
| May 2012 | $51.8M | $0 | $51.8M | 6 | 26 |
| Mar 2012 | $51.8M | $0 | $51.8M | 6 | 26 |
| Jun 2011 | $56.8M | $0 | $56.8M | 10 | -- |
| Mar 2011 | $44.6M | $0 | $44.6M | 10 | -- |
| Mar 2010 | $39.6M | $0 | $39.6M | 5 | -- |
| Jan 2008 | $33.1M | $0 | $33.1M | 5 | -- |
| Feb 2007 | $33.1M | $0 | $33.1M | 5 | -- |
DateMar 2025
Total AUM$125M
Discretionary$5M
Non-Disc.$120M
Employees3
Clients0
DateAug 2024
Total AUM$115.9M
Discretionary$21.4M
Non-Disc.$94.5M
Employees3
Clients0
DateJun 2024
Total AUM$115.9M
Discretionary$21.4M
Non-Disc.$94.5M
Employees3
Clients0
DateMar 2024
Total AUM$115.9M
Discretionary$21.4M
Non-Disc.$94.5M
Employees3
Clients0
DateNov 2023
Total AUM$105.5M
Discretionary$7.8M
Non-Disc.$97.7M
Employees4
Clients0
DateAug 2023
Total AUM$105.5M
Discretionary$7.8M
Non-Disc.$97.7M
Employees4
Clients0
DateJul 2023
Total AUM$105.5M
Discretionary$7.8M
Non-Disc.$97.7M
Employees4
Clients0
DateMar 2023
Total AUM$105.5M
Discretionary$7.8M
Non-Disc.$97.7M
Employees5
Clients0
DateJun 2022
Total AUM$131.3M
Discretionary$18.3M
Non-Disc.$113.1M
Employees5
Clients0
DateMar 2022
Total AUM$131.3M
Discretionary$18.3M
Non-Disc.$113.1M
Employees5
Clients0
DateMay 2021
Total AUM$122.6M
Discretionary$9M
Non-Disc.$113.6M
Employees7
Clients0
DateMar 2021
Total AUM$122.6M
Discretionary$9M
Non-Disc.$113.6M
Employees7
Clients0
DateSep 2020
Total AUM$119.8M
Discretionary$5.2M
Non-Disc.$114.6M
Employees8
Clients0
DateSep 2020
Total AUM$119.8M
Discretionary$5.2M
Non-Disc.$114.6M
Employees8
Clients0
DateAug 2020
Total AUM$119.8M
Discretionary$5.2M
Non-Disc.$114.6M
Employees8
Clients0
DateJun 2020
Total AUM$119.8M
Discretionary$5.2M
Non-Disc.$114.6M
Employees8
Clients0
DateApr 2020
Total AUM$119.8M
Discretionary$5.2M
Non-Disc.$114.6M
Employees8
Clients0
DateMar 2020
Total AUM$119.8M
Discretionary$5.2M
Non-Disc.$114.6M
Employees8
Clients0
DateSep 2019
Total AUM$104.5M
Discretionary$3.3M
Non-Disc.$101.2M
Employees8
Clients0
DateJul 2019
Total AUM$104.5M
Discretionary$3.3M
Non-Disc.$101.2M
Employees8
Clients0
DateMar 2019
Total AUM$104.5M
Discretionary$3.3M
Non-Disc.$101.2M
Employees8
Clients0
DateMar 2019
Total AUM$104.5M
Discretionary$3.3M
Non-Disc.$101.2M
Employees8
Clients0
DateMay 2018
Total AUM$125.4M
Discretionary$3.3M
Non-Disc.$122.1M
Employees8
Clients91
DateApr 2018
Total AUM$125.4M
Discretionary$3.3M
Non-Disc.$122.1M
Employees8
Clients91
DateDec 2017
Total AUM$122.3M
Discretionary$3.9M
Non-Disc.$118.4M
Employees8
Clients91
DateJun 2012
Total AUM$51.8M
Discretionary$0
Non-Disc.$51.8M
Employees6
Clients26
DateMay 2012
Total AUM$51.8M
Discretionary$0
Non-Disc.$51.8M
Employees6
Clients26
DateMay 2012
Total AUM$51.8M
Discretionary$0
Non-Disc.$51.8M
Employees6
Clients26
DateMay 2012
Total AUM$51.8M
Discretionary$0
Non-Disc.$51.8M
Employees6
Clients26
DateMay 2012
Total AUM$51.8M
Discretionary$0
Non-Disc.$51.8M
Employees6
Clients26
DateMay 2012
Total AUM$51.8M
Discretionary$0
Non-Disc.$51.8M
Employees6
Clients26
DateMar 2012
Total AUM$51.8M
Discretionary$0
Non-Disc.$51.8M
Employees6
Clients26
DateJun 2011
Total AUM$56.8M
Discretionary$0
Non-Disc.$56.8M
Employees10
Clients--
DateMar 2011
Total AUM$44.6M
Discretionary$0
Non-Disc.$44.6M
Employees10
Clients--
DateMar 2010
Total AUM$39.6M
Discretionary$0
Non-Disc.$39.6M
Employees5
Clients--
DateJan 2008
Total AUM$33.1M
Discretionary$0
Non-Disc.$33.1M
Employees5
Clients--
DateFeb 2007
Total AUM$33.1M
Discretionary$0
Non-Disc.$33.1M
Employees5
Clients--