PRIVATE CLIENT SERVICES, LLC
CRD #120222 SEC #801-71475 LOUISVILLE, KY 502-451-0600
SEC Registered Broker-Dealer Disclosures
Total AUM
$1.1B
Discretionary
$390.9M
Employees
60
Clients
11
Accounts
3,271
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.1B | $390.9M | $660.4M | 60 | 20 |
| May 2025 | $1.1B | $390.9M | $660.4M | 60 | 20 |
| Mar 2025 | $1.1B | $390.9M | $660.4M | 60 | 20 |
| Jan 2025 | $845.8M | $293.3M | $552.5M | 60 | 26 |
| Jul 2024 | $845.8M | $293.3M | $552.5M | 60 | 26 |
| Mar 2024 | $845.8M | $293.3M | $552.5M | 60 | 26 |
| Jan 2024 | $663.1M | $197.2M | $465.8M | 60 | 26 |
| Dec 2023 | $663.1M | $197.2M | $465.8M | 60 | 26 |
| Aug 2023 | $663.1M | $197.2M | $465.8M | 60 | 26 |
| Mar 2023 | $663.1M | $197.2M | $465.8M | 60 | 26 |
| Dec 2022 | $615.1M | $126.1M | $489M | 57 | 11 |
| Oct 2022 | $615.1M | $126.1M | $489M | 57 | 11 |
| Mar 2022 | $615.1M | $126.1M | $489M | 57 | 11 |
| Jan 2022 | $455.3M | $75.5M | $379.8M | 57 | 3 |
| Jan 2022 | $455.3M | $75.5M | $379.8M | 57 | 3 |
| Dec 2021 | $455.3M | $75.5M | $379.8M | 57 | 3 |
| Nov 2021 | $455.3M | $75.5M | $379.8M | 57 | 3 |
| May 2021 | $455.3M | $75.5M | $379.8M | 57 | 3 |
| May 2021 | $455.3M | $75.5M | $379.8M | 57 | 3 |
| Apr 2021 | $455.3M | $75.5M | $379.8M | 57 | 3 |
| Mar 2021 | $455.3M | $75.5M | $379.8M | 56 | 3 |
| Nov 2020 | $313.8M | $0 | $313.8M | 30 | 6 |
| Aug 2020 | $313.8M | $0 | $313.8M | 30 | 6 |
| Jul 2020 | $313.8M | $0 | $313.8M | 30 | 6 |
| Jun 2020 | $313.8M | $0 | $313.8M | 30 | 6 |
| Mar 2020 | $313.8M | $0 | $313.8M | 30 | 6 |
| Oct 2019 | $257.3M | $0 | $257.3M | 30 | 5 |
| Aug 2019 | $257.3M | $0 | $257.3M | 30 | 5 |
| Jul 2019 | $257.3M | $0 | $257.3M | 30 | 5 |
| Mar 2019 | $257.3M | $0 | $257.3M | 30 | 5 |
| Jul 2018 | $241.7M | $0 | $241.7M | 60 | 15 |
| Mar 2018 | $241.7M | $0 | $241.7M | 60 | 15 |
| Jun 2017 | $196.3M | $0 | $196.3M | 60 | 900 |
| Mar 2017 | $196.3M | $0 | $196.3M | 60 | 900 |
| Jun 2016 | $163.1M | $0 | $163.1M | 60 | 900 |
| Mar 2016 | $163.1M | $0 | $163.1M | 60 | 900 |
| Mar 2016 | $163.1M | $0 | $163.1M | 60 | 900 |
| Feb 2015 | $182.6M | $0 | $182.6M | 60 | 700 |
| Mar 2014 | $157.2M | $0 | $157.2M | 55 | 600 |
| Nov 2013 | $121M | $0 | $121M | 52 | 550 |
| Apr 2013 | $121M | $0 | $121M | 52 | 550 |
| Aug 2012 | $56.9M | $0 | $56.9M | 51 | 550 |
| May 2012 | $56.9M | $0 | $56.9M | 51 | 550 |
| Feb 2012 | $56.9M | $0 | $56.9M | 51 | 550 |
| Jan 2012 | $115M | $0 | $115M | 51 | 550 |
| Dec 2011 | $115M | $0 | $115M | 51 | 550 |
| Dec 2011 | $115M | $0 | $115M | 51 | 550 |
| May 2011 | $114.8M | $0 | $114.8M | 51 | -- |
| Mar 2011 | $114.8M | $0 | $114.8M | 51 | -- |
| Mar 2011 | $0 | $0 | $0 | -- | -- |
| Feb 2011 | $0 | $0 | $0 | -- | -- |
| Jan 2011 | $0 | $0 | $0 | -- | -- |
| Jan 2011 | $0 | $0 | $0 | -- | -- |
| Sep 2010 | $0 | $0 | $0 | -- | -- |
| Aug 2010 | $0 | $0 | $0 | -- | -- |
| Jul 2010 | $0 | $0 | $0 | -- | -- |
| Jun 2010 | $0 | $0 | $0 | -- | -- |
| May 2010 | $0 | $0 | $0 | -- | -- |
| May 2010 | $0 | $0 | $0 | -- | -- |
| May 2010 | $0 | $0 | $0 | -- | -- |
| May 2010 | $0 | $0 | $0 | -- | -- |
DateNov 2025
Total AUM$1.1B
Discretionary$390.9M
Non-Disc.$660.4M
Employees60
Clients20
DateMay 2025
Total AUM$1.1B
Discretionary$390.9M
Non-Disc.$660.4M
Employees60
Clients20
DateMar 2025
Total AUM$1.1B
Discretionary$390.9M
Non-Disc.$660.4M
Employees60
Clients20
DateJan 2025
Total AUM$845.8M
Discretionary$293.3M
Non-Disc.$552.5M
Employees60
Clients26
DateJul 2024
Total AUM$845.8M
Discretionary$293.3M
Non-Disc.$552.5M
Employees60
Clients26
DateMar 2024
Total AUM$845.8M
Discretionary$293.3M
Non-Disc.$552.5M
Employees60
Clients26
DateJan 2024
Total AUM$663.1M
Discretionary$197.2M
Non-Disc.$465.8M
Employees60
Clients26
DateDec 2023
Total AUM$663.1M
Discretionary$197.2M
Non-Disc.$465.8M
Employees60
Clients26
DateAug 2023
Total AUM$663.1M
Discretionary$197.2M
Non-Disc.$465.8M
Employees60
Clients26
DateMar 2023
Total AUM$663.1M
Discretionary$197.2M
Non-Disc.$465.8M
Employees60
Clients26
DateDec 2022
Total AUM$615.1M
Discretionary$126.1M
Non-Disc.$489M
Employees57
Clients11
DateOct 2022
Total AUM$615.1M
Discretionary$126.1M
Non-Disc.$489M
Employees57
Clients11
DateMar 2022
Total AUM$615.1M
Discretionary$126.1M
Non-Disc.$489M
Employees57
Clients11
DateJan 2022
Total AUM$455.3M
Discretionary$75.5M
Non-Disc.$379.8M
Employees57
Clients3
DateJan 2022
Total AUM$455.3M
Discretionary$75.5M
Non-Disc.$379.8M
Employees57
Clients3
DateDec 2021
Total AUM$455.3M
Discretionary$75.5M
Non-Disc.$379.8M
Employees57
Clients3
DateNov 2021
Total AUM$455.3M
Discretionary$75.5M
Non-Disc.$379.8M
Employees57
Clients3
DateMay 2021
Total AUM$455.3M
Discretionary$75.5M
Non-Disc.$379.8M
Employees57
Clients3
DateMay 2021
Total AUM$455.3M
Discretionary$75.5M
Non-Disc.$379.8M
Employees57
Clients3
DateApr 2021
Total AUM$455.3M
Discretionary$75.5M
Non-Disc.$379.8M
Employees57
Clients3
DateMar 2021
Total AUM$455.3M
Discretionary$75.5M
Non-Disc.$379.8M
Employees56
Clients3
DateNov 2020
Total AUM$313.8M
Discretionary$0
Non-Disc.$313.8M
Employees30
Clients6
DateAug 2020
Total AUM$313.8M
Discretionary$0
Non-Disc.$313.8M
Employees30
Clients6
DateJul 2020
Total AUM$313.8M
Discretionary$0
Non-Disc.$313.8M
Employees30
Clients6
DateJun 2020
Total AUM$313.8M
Discretionary$0
Non-Disc.$313.8M
Employees30
Clients6
DateMar 2020
Total AUM$313.8M
Discretionary$0
Non-Disc.$313.8M
Employees30
Clients6
DateOct 2019
Total AUM$257.3M
Discretionary$0
Non-Disc.$257.3M
Employees30
Clients5
DateAug 2019
Total AUM$257.3M
Discretionary$0
Non-Disc.$257.3M
Employees30
Clients5
DateJul 2019
Total AUM$257.3M
Discretionary$0
Non-Disc.$257.3M
Employees30
Clients5
DateMar 2019
Total AUM$257.3M
Discretionary$0
Non-Disc.$257.3M
Employees30
Clients5
DateJul 2018
Total AUM$241.7M
Discretionary$0
Non-Disc.$241.7M
Employees60
Clients15
DateMar 2018
Total AUM$241.7M
Discretionary$0
Non-Disc.$241.7M
Employees60
Clients15
DateJun 2017
Total AUM$196.3M
Discretionary$0
Non-Disc.$196.3M
Employees60
Clients900
DateMar 2017
Total AUM$196.3M
Discretionary$0
Non-Disc.$196.3M
Employees60
Clients900
DateJun 2016
Total AUM$163.1M
Discretionary$0
Non-Disc.$163.1M
Employees60
Clients900
DateMar 2016
Total AUM$163.1M
Discretionary$0
Non-Disc.$163.1M
Employees60
Clients900
DateMar 2016
Total AUM$163.1M
Discretionary$0
Non-Disc.$163.1M
Employees60
Clients900
DateFeb 2015
Total AUM$182.6M
Discretionary$0
Non-Disc.$182.6M
Employees60
Clients700
DateMar 2014
Total AUM$157.2M
Discretionary$0
Non-Disc.$157.2M
Employees55
Clients600
DateNov 2013
Total AUM$121M
Discretionary$0
Non-Disc.$121M
Employees52
Clients550
DateApr 2013
Total AUM$121M
Discretionary$0
Non-Disc.$121M
Employees52
Clients550
DateAug 2012
Total AUM$56.9M
Discretionary$0
Non-Disc.$56.9M
Employees51
Clients550
DateMay 2012
Total AUM$56.9M
Discretionary$0
Non-Disc.$56.9M
Employees51
Clients550
DateFeb 2012
Total AUM$56.9M
Discretionary$0
Non-Disc.$56.9M
Employees51
Clients550
DateJan 2012
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees51
Clients550
DateDec 2011
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees51
Clients550
DateDec 2011
Total AUM$115M
Discretionary$0
Non-Disc.$115M
Employees51
Clients550
DateMay 2011
Total AUM$114.8M
Discretionary$0
Non-Disc.$114.8M
Employees51
Clients--
DateMar 2011
Total AUM$114.8M
Discretionary$0
Non-Disc.$114.8M
Employees51
Clients--
DateMar 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateSep 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--
DateMay 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--