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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Kentucky
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 26, 2025
- Branch Offices
- 23
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARMOCK, RYAN JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ARMOCK, RYAN JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ARMOCK, RYAN JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ARMOCK, RYAN JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ARMOCK, RYAN JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ARMOCK, RYAN JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ARMOCK, RYAN JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ARMOCK, RYAN JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ARMOCK, RYAN JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ARMOCK, RYAN JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ARMOCK, RYAN JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| ARMOCK, RYAN JOSEPH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| COSTENBADER, WALTER RUSSELL | I | CFO/FINOP | NA | |
| COSTENBADER, WALTER RUSSELL | I | CFO/FINOP | NA | |
| COSTENBADER, WALTER RUSSELL | I | CFO/FINOP | NA | |
| COSTENBADER, WALTER RUSSELL | I | CFO/FINOP | NA | |
| COSTENBADER, WALTER RUSSELL | I | CFO/FINOP | NA | |
| COSTENBADER, WALTER RUSSELL | I | CFO/FINOP | NA | |
| COSTENBADER, WALTER RUSSELL | I | CFO/FINOP | NA | |
| COSTENBADER, WALTER RUSSELL | I | CFO/FINOP | NA | |
| COSTENBADER, WALTER RUSSELL | I | CFO/FINOP | NA | |
| COSTENBADER, WALTER RUSSELL | I | CFO/FINOP | NA | |
| COSTENBADER, WALTER RUSSELL | I | CFO/FINOP | NA | |
| CRAVENS, CHERYL RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAVENS, CHERYL RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAVENS, CHERYL RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAVENS, CHERYL RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAVENS, CHERYL RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAVENS, CHERYL RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAVENS, CHERYL RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAVENS, CHERYL RENEE | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GACSY, TIMOTHY DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GACSY, TIMOTHY DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GACSY, TIMOTHY DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GACSY, TIMOTHY DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GACSY, TIMOTHY DAVID | I | CHIEF FINANCIAL OFFICER | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | PRESIDENT | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | CHIEF OPERATIONS OFFICER | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | PRESIDENT | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | PRESIDENT | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | PRESIDENT | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | PRESIDENT | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | PRESIDENT | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | PRESIDENT | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | PRESIDENT | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | PRESIDENT | NA | Control |
| GRAHAM, TIMOTHY DALEY | I | PRESIDENT | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HILL, JOHN EDWARD | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| IRONSIDE, JULIA MEYER | I | FINOP | NA | |
| KAPPOTIS, ERNEST D | I | FINOP | NA | Control |
| KAPPOTIS, ERNEST D | I | FINOP | NA | Control |
| KAPPOTIS, ERNEST D | I | FINOP | NA | Control |
| KAPPOTIS, ERNEST D | I | FINOP | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| KOST, TODD SHANNON | I | SEC / TREAS | NA | Control |
| MATTERA, RICHARD JOSEPH | I | FINOP | NA | |
| MATTERA, RICHARD JOSEPH | I | FINOP | NA | |
| MATTERA, RICHARD JOSEPH | I | FINOP | NA | |
| MATTERA, RICHARD JOSEPH | I | FINOP | NA | |
| MATTERA, RICHARD JOSEPH | I | FINOP | NA | |
| MATTERA, RICHARD JOSEPH | I | FINOP | NA | |
| MATTERA, RICHARD JOSEPH | I | FINOP | NA | |
| MATTERA, RICHARD JOSEPH | I | FINOP | NA | |
| MATTERA, RICHARD JOSEPH | I | FINOP | NA | |
| MATTERA, RICHARD JOSEPH | I | FINOP | NA | |
| MATTERA, RICHARD JOSEPH | I | FINOP | NA | |
| MATTERA, RICHARD JOSEPH | I | FINOP | NA | |
| MILLS, STEVEN RICHARD | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MILLS, STEVEN RICHARD | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MILLS, STEVEN RICHARD | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MILLS, STEVEN RICHARD | I | CHIEF OPERATIONS OFFICER | NA | Control |
| MILLS, STEVEN RICHARD | I | CHIEF OPERATIONS OFFICER | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| OHLIN, PAUL ROBERT | I | CFO/FINOP | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | CEO | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER, ESOP TRUSTEE | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER, ESOP TRUSTEE | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER, ESOP TRUSTEE | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER, ESOP TRUSTEE | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER, ESOP TRUSTEE | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER, ESOP TRUSTEE | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER, ESOP TRUSTEE | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER, ESOP TRUSTEE | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER, ESOP TRUSTEE | NA | Control |
| SAMPSON, ERNEST AUBREY | I | MANAGING MEMBER, ESOP TRUSTEE | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR-JONES, JOHN PHILIP | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | OPERATIONS OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | OPERATIONS OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | OPERATIONS OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | OPERATIONS OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF OPERATIONS OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| WESCOTT, MARY ELIZABETH | I | CHIEF ADMINISTRATION OFFICER | NA | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | E | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | D | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | D | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | D | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | D | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | D | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | D | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | D | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | D | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | D | Control |
| KFG ENTERPRISES, INC. | DE | SHAREHOLDER | D | Control |
| PRIVATE CLIENT SERVICES EMP STOCK OWNERSHIP PLAN & TRUST | DE | ESOP TRUST | C | Control |
| PRIVATE CLIENT SERVICES EMP STOCK OWNERSHIP PLAN & TRUST | DE | ESOP TRUST | C | Control |
| PRIVATE CLIENT SERVICES EMP STOCK OWNERSHIP PLAN & TRUST | DE | ESOP TRUST | C | Control |
| PRIVATE CLIENT SERVICES EMP STOCK OWNERSHIP PLAN & TRUST | DE | ESOP TRUST | C | Control |
| PRIVATE CLIENT SERVICES EMP STOCK OWNERSHIP PLAN & TRUST | DE | ESOP TRUST | C | Control |
| PRIVATE CLIENT SERVICES EMP STOCK OWNERSHIP PLAN & TRUST | DE | ESOP TRUST | C | Control |
| PRIVATE CLIENT SERVICES EMP STOCK OWNERSHIP PLAN & TRUST | DE | ESOP TRUST | C | Control |
| PRIVATE CLIENT SERVICES EMP STOCK OWNERSHIP PLAN & TRUST | DE | ESOP TRUST | C | Control |
| PRIVATE CLIENT SERVICES EMP STOCK OWNERSHIP PLAN & TRUST | DE | ESOP TRUST | C | Control |
| PRIVATE CLIENT SERVICES EMP STOCK OWNERSHIP PLAN & TRUST | DE | ESOP TRUST | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
| SAMPSON, ERNEST AUBREY | I | KFG ENTERPRISES, INC. | E | Control |
Registrations
Federal
IA
Nov 26, 2025 REGISTERED
Notice Filings (50)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV
Address
2225 LEXINGTON ROADLOUISVILLE, KY 40206
United States
Phone: 502-451-0600