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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 22, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ARMSTRONG, ANDY, JOHN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| HENSON, JILL, LAUREN | I | MEMBER | NA | |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, ROBIN, MINTO | I | TRUSTEE OF STEPHAN LANG FAMILY TRUST | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, STEPHAN, GRAIG | I | MEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985) | NA | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| MCNEELY, KATHRYN, C | I | MEMBER | NA | Control |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| Moschel, Laura, Suzanne | I | MEMBER | NA | |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| OWENS, JAMES, WILLIAM | I | MEMBER | NA | Control |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| Pettway, Richard, Eric | I | CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99 | DE | MEMBER | NA | |
| RITTER, THOMAS, JAMES | I | DIRECTOR OF COMPLIANCE | NA | Control |
| RITTER, THOMAS, JAMES | I | DIRECTOR OF COMPLIANCE | NA | Control |
| RITTER, THOMAS, JAMES | I | DIRECTOR OF COMPLIANCE | NA | Control |
| RITTER, THOMAS, JAMES | I | DIRECTOR OF COMPLIANCE | NA | Control |
| RITTER, THOMAS, JAMES | I | DIRECTOR OF COMPLIANCE | NA | Control |
| RITTER, THOMAS, JAMES | I | DIRECTOR OF COMPLIANCE | NA | Control |
| RITTER, THOMAS, JAMES | I | DIRECTOR OF COMPLIANCE | NA | Control |
| RITTER, THOMAS, JAMES | I | DIRECTOR OF COMPLIANCE | NA | Control |
| Whelan, Michael, J. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Whelan, Michael, J. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Whelan, Michael, J. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Whelan, Michael, J. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Whelan, Michael, J. | I | CHIEF FINANCIAL OFFICER | NA | Control |
| Whelan, Michael, J. | I | CHIEF FINANCIAL OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF FINANCIAL OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF FINANCIAL OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF FINANCIAL OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF FINANCIAL OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF FINANCIAL OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF FINANCIAL OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF FINANCIAL OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| Whelan, Michael, J. | I | CHIEF OPERATIONS OFFICER AND MEMBER | NA | Control |
| LANG ADVISORS LLC | DE | MEMBER | E | Control |
| LANG ADVISORS LLC | DE | MEMBER | E | Control |
| LANG ADVISORS LLC | DE | MEMBER | E | Control |
| LANG ADVISORS LLC | DE | MEMBER | E | Control |
| LANG ADVISORS LLC | DE | MEMBER | E | Control |
| LANG ADVISORS LLC | DE | MEMBER | E | Control |
| LANG ADVISORS LLC | DE | MEMBER | E | Control |
| LANG ADVISORS LLC | DE | MEMBER | E | Control |
| LANG ADVISORS LLC | DE | MEMBER | E | Control |
| LANG ADVISORS LLC | DE | MEMBER | E | Control |
| LANG ADVISORS LLC | DE | MEMBER | E | Control |
| LANG ADVISORS LLC | DE | MEMBER | E | Control |
| LANG ADVISORS LLC | DE | MEMBER | E | Control |
| LANG, TYLER, SELBY | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER AND CHIEF COMPLIANCE OFFICER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | ELECTED MANAGER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| LANG, TYLER, SELBY | I | MANAGING MEMBER | D | Control |
| BREWER, MICHAEL, PATRICK | I | MANAGING DIRECTOR, MEMBER | C | Control |
| BREWER, MICHAEL, PATRICK | I | MANAGING DIRECTOR, MEMBER | C | Control |
| BREWER, MICHAEL, PATRICK | I | MANAGING DIRECTOR, MEMBER | C | Control |
| BREWER, MICHAEL, PATRICK | I | MANAGING DIRECTOR, MEMBER | C | Control |
| LANG, EVAN, BRYAN | I | MANAGING DIRECTOR | C | Control |
| LANG, EVAN, BRYAN | I | MANAGING DIRECTOR | C | Control |
| LANG, EVAN, BRYAN | I | MANAGING DIRECTOR | C | Control |
| LANG, STEPHAN | I | MANAGING DIRECTOR | C | Control |
| LANG, STEPHAN | I | MANAGING DIRECTOR | C | Control |
| LANG, STEPHAN | I | MANAGING DIRECTOR | C | Control |
| LANG, STEPHAN, GRAIG | I | MANAGING DIRECTOR | C | Control |
| LANG, STEPHAN, GRAIG | I | ELECTED MANAGER | C | Control |
| LANG, STEPHAN, GRAIG | I | ELECTED MANAGER | C | Control |
| LANG, STEPHAN, GRAIG | I | ELECTED MANAGER | C | Control |
| LANG, TYLER, SELBY | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANG, TYLER, SELBY | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| LANG, TYLER, SELBY | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | MEMBER | C | Control |
| LANG, EVAN, BRYAN | I | MANAGING DIRECTOR | B | Control |
| LANG, EVAN, BRYAN | I | MANAGING DIRECTOR | B | Control |
| LANG, STEPHAN | I | MANAGING DIRECTOR | B | Control |
| LANG, STEPHAN | I | MANAGING DIRECTOR | B | Control |
| LANG, TYLER, SELBY | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
| LANG, TYLER, SELBY | I | MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| LANG, ROBIN, MINTO | I | STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | F | Control |
| LANG, ROBIN, MINTO | I | STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | F | Control |
| LANG, ROBIN, MINTO | I | STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | F | Control |
| LANG, ROBIN, MINTO | I | STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | F | Control |
| LANG, STEPHAN, GRAIG | I | STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | F | Control |
| LANG, STEPHAN, GRAIG | I | STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | F | Control |
| LANG, STEPHAN, GRAIG | I | STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | F | Control |
| LANG, STEPHAN, GRAIG | I | STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | F | Control |
| LANG, ROBIN, MINTO | I | STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | E | Control |
| LANG, ROBIN, MINTO | I | STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | E | Control |
| LANG, STEPHAN, GRAIG | I | STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | E | Control |
| LANG, STEPHAN, GRAIG | I | STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | E | Control |
| LANG, TYLER, SELBY | I | LANG ADVISORS LLC | D | Control |
| LANG, TYLER, SELBY | I | LANG ADVISORS LLC | D | Control |
| LANG, TYLER, SELBY | I | LANG ADVISORS LLC | D | Control |
| LANG, TYLER, SELBY | I | LANG ADVISORS LLC | D | Control |
| LANG, TYLER, SELBY | I | LANG ADVISORS LLC | D | Control |
| LANG, TYLER, SELBY | I | LANG ADVISORS LLC | D | Control |
| LANG, TYLER, SELBY | I | LANG ADVISORS LLC | D | Control |
| LANG, TYLER, SELBY | I | LANG ADVISORS LLC | D | Control |
| LANG, EVAN, BRYAN | I | LANG ADVISORS LLC | C | Control |
| LANG, EVAN, BRYAN | I | LANG ADVISORS LLC | C | Control |
| LANG, EVAN, BRYAN | I | LANG ADVISORS LLC | C | Control |
| LANG, EVAN, BRYAN | I | LANG ADVISORS LLC | C | Control |
| LANG, EVAN, BRYAN | I | LANG ADVISORS LLC | C | Control |
| LANG, STEPHAN | I | LANG ADVISORS LLC | C | Control |
| LANG, STEPHAN | I | LANG ADVISORS LLC | C | Control |
| LANG, STEPHAN | I | LANG ADVISORS LLC | C | Control |
| LANG, STEPHAN | I | LANG ADVISORS LLC | C | Control |
| LANG, STEPHAN | I | LANG ADVISORS LLC | C | Control |
| LANG, STEPHAN, GRAIG | I | LANG ADVISORS LLC | C | Control |
| LANG, STEPHAN, GRAIG | I | LANG ADVISORS LLC | C | Control |
| LANG, TYLER, SELBY | I | LANG ADVISORS LLC | C | Control |
| LANG, TYLER, SELBY | I | LANG ADVISORS LLC | C | Control |
| LANG, TYLER, SELBY | I | LANG ADVISORS LLC | C | Control |
| LANG, TYLER, SELBY | I | LANG ADVISORS LLC | C | Control |
| LANG, TYLER, SELBY | I | LANG ADVISORS LLC | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | LANG ADVISORS LLC | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | LANG ADVISORS LLC | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | LANG ADVISORS LLC | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | LANG ADVISORS LLC | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | LANG ADVISORS LLC | C | Control |
| STEPHAN LANG FAMILY TRUST DATED 12/9/1985 | DE | LANG ADVISORS LLC | C | Control |
Registrations
Federal
IA
Jul 22, 2025 REGISTERED
Notice Filings (18)
AZ CA CO FL GA IL IN KY MI NC NH NY OH PA SC TX WA WI
Address
50 E. RIVERCENTER BLVDSUITE 301
COVINGTON, KY 41011
United States
Phone: 859-888-0356