JOURNEY ADVISORY GROUP, LLC
CRD #171919 SEC #801-79934 COVINGTON, KY 859-888-0356
SEC Registered
Total AUM
$1.5B
Discretionary
$1.4B
Employees
27
Clients
101
Accounts
2,004
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $1.5B | $1.4B | $25.8M | 27 | 0 |
| May 2025 | $1.5B | $1.4B | $25.8M | 27 | 0 |
| Apr 2025 | $1.5B | $1.4B | $25.8M | 27 | 0 |
| Apr 2025 | $1.5B | $1.4B | $25.8M | 27 | 0 |
| Mar 2025 | $1.5B | $1.4B | $25.8M | 27 | 0 |
| Nov 2024 | $1B | $990.8M | $25M | 20 | 1 |
| Aug 2024 | $1B | $990.8M | $25M | 20 | 1 |
| Apr 2024 | $1B | $990.8M | $25M | 20 | 1 |
| Mar 2024 | $1B | $990.8M | $25M | 20 | 1 |
| Dec 2023 | $837.4M | $822M | $15.4M | 19 | 1 |
| Oct 2023 | $837.4M | $822M | $15.4M | 19 | 1 |
| Oct 2023 | $837.4M | $822M | $15.4M | 19 | 1 |
| Aug 2023 | $837.4M | $822M | $15.4M | 19 | 1 |
| Apr 2023 | $837.4M | $822M | $15.4M | 19 | 1 |
| Mar 2023 | $837.4M | $822M | $15.4M | 19 | 1 |
| Jan 2023 | $749.3M | $745.7M | $3.6M | 20 | 1 |
| Sep 2022 | $749.3M | $745.7M | $3.6M | 20 | 1 |
| Mar 2022 | $749.3M | $745.7M | $3.6M | 20 | 1 |
| Sep 2021 | $647.4M | $643.4M | $4M | 20 | 0 |
| Aug 2021 | $647.4M | $643.4M | $4M | 20 | 0 |
| Apr 2021 | $647.4M | $643.4M | $4M | 20 | 0 |
| Mar 2021 | $647.4M | $643.4M | $4M | 20 | 0 |
| Mar 2021 | $647.4M | $643.4M | $4M | 20 | 0 |
| Jun 2020 | $541.4M | $541.4M | $0 | 18 | 0 |
| Mar 2020 | $541.4M | $541.4M | $0 | 18 | 0 |
| Jan 2020 | $278.3M | $278.3M | $0 | 18 | 0 |
| Jan 2020 | $278.3M | $278.3M | $0 | 18 | 0 |
| Dec 2019 | $187.5M | $187.5M | $0 | 6 | 0 |
| Jun 2019 | $187.5M | $187.5M | $0 | 6 | 0 |
| Mar 2019 | $187.5M | $187.5M | $0 | 6 | 0 |
| Mar 2018 | $246.6M | $246.5M | $20K | 10 | 0 |
| Jul 2017 | $226.5M | $226.2M | $310.3K | 7 | 200 |
| Mar 2017 | $226.5M | $226.2M | $310.3K | 7 | 200 |
| Jun 2016 | $208.4M | $208.1M | $266.6K | 9 | 200 |
| Mar 2016 | $208.4M | $208.1M | $266.6K | 9 | 200 |
| Jul 2015 | $212.9M | $212.7M | $239.1K | 6 | 200 |
| Mar 2015 | $212.9M | $212.7M | $239.1K | 6 | 200 |
| Jan 2015 | $195.3M | $194.5M | $786.3K | 6 | 0 |
| Oct 2014 | $195.3M | $194.5M | $786.3K | 6 | 0 |
| Jun 2014 | $0 | $0 | $0 | 6 | 0 |
DateJul 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$25.8M
Employees27
Clients0
DateMay 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$25.8M
Employees27
Clients0
DateApr 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$25.8M
Employees27
Clients0
DateApr 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$25.8M
Employees27
Clients0
DateMar 2025
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$25.8M
Employees27
Clients0
DateNov 2024
Total AUM$1B
Discretionary$990.8M
Non-Disc.$25M
Employees20
Clients1
DateAug 2024
Total AUM$1B
Discretionary$990.8M
Non-Disc.$25M
Employees20
Clients1
DateApr 2024
Total AUM$1B
Discretionary$990.8M
Non-Disc.$25M
Employees20
Clients1
DateMar 2024
Total AUM$1B
Discretionary$990.8M
Non-Disc.$25M
Employees20
Clients1
DateDec 2023
Total AUM$837.4M
Discretionary$822M
Non-Disc.$15.4M
Employees19
Clients1
DateOct 2023
Total AUM$837.4M
Discretionary$822M
Non-Disc.$15.4M
Employees19
Clients1
DateOct 2023
Total AUM$837.4M
Discretionary$822M
Non-Disc.$15.4M
Employees19
Clients1
DateAug 2023
Total AUM$837.4M
Discretionary$822M
Non-Disc.$15.4M
Employees19
Clients1
DateApr 2023
Total AUM$837.4M
Discretionary$822M
Non-Disc.$15.4M
Employees19
Clients1
DateMar 2023
Total AUM$837.4M
Discretionary$822M
Non-Disc.$15.4M
Employees19
Clients1
DateJan 2023
Total AUM$749.3M
Discretionary$745.7M
Non-Disc.$3.6M
Employees20
Clients1
DateSep 2022
Total AUM$749.3M
Discretionary$745.7M
Non-Disc.$3.6M
Employees20
Clients1
DateMar 2022
Total AUM$749.3M
Discretionary$745.7M
Non-Disc.$3.6M
Employees20
Clients1
DateSep 2021
Total AUM$647.4M
Discretionary$643.4M
Non-Disc.$4M
Employees20
Clients0
DateAug 2021
Total AUM$647.4M
Discretionary$643.4M
Non-Disc.$4M
Employees20
Clients0
DateApr 2021
Total AUM$647.4M
Discretionary$643.4M
Non-Disc.$4M
Employees20
Clients0
DateMar 2021
Total AUM$647.4M
Discretionary$643.4M
Non-Disc.$4M
Employees20
Clients0
DateMar 2021
Total AUM$647.4M
Discretionary$643.4M
Non-Disc.$4M
Employees20
Clients0
DateJun 2020
Total AUM$541.4M
Discretionary$541.4M
Non-Disc.$0
Employees18
Clients0
DateMar 2020
Total AUM$541.4M
Discretionary$541.4M
Non-Disc.$0
Employees18
Clients0
DateJan 2020
Total AUM$278.3M
Discretionary$278.3M
Non-Disc.$0
Employees18
Clients0
DateJan 2020
Total AUM$278.3M
Discretionary$278.3M
Non-Disc.$0
Employees18
Clients0
DateDec 2019
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$187.5M
Discretionary$187.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$246.6M
Discretionary$246.5M
Non-Disc.$20K
Employees10
Clients0
DateJul 2017
Total AUM$226.5M
Discretionary$226.2M
Non-Disc.$310.3K
Employees7
Clients200
DateMar 2017
Total AUM$226.5M
Discretionary$226.2M
Non-Disc.$310.3K
Employees7
Clients200
DateJun 2016
Total AUM$208.4M
Discretionary$208.1M
Non-Disc.$266.6K
Employees9
Clients200
DateMar 2016
Total AUM$208.4M
Discretionary$208.1M
Non-Disc.$266.6K
Employees9
Clients200
DateJul 2015
Total AUM$212.9M
Discretionary$212.7M
Non-Disc.$239.1K
Employees6
Clients200
DateMar 2015
Total AUM$212.9M
Discretionary$212.7M
Non-Disc.$239.1K
Employees6
Clients200
DateJan 2015
Total AUM$195.3M
Discretionary$194.5M
Non-Disc.$786.3K
Employees6
Clients0
DateOct 2014
Total AUM$195.3M
Discretionary$194.5M
Non-Disc.$786.3K
Employees6
Clients0
DateJun 2014
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0