RIA Intelligence

RICKETTS FINANCIAL, LLC

CRD #309381 SEC #801-118963 LOUISVILLE, KY (502) 396-4055
SEC Registered
Total AUM
$290.5M
Discretionary
$290.5M
Employees
4
Clients
1
Accounts
289

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Sep 22, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BERNSTEIN, DANIEL, ADAMICHIEF COMPLIANCE OFFICERNA Control
CNSL MANAGEMENT ENTERPRISES, LLCDEMANAGING MEMBERE Control
RICKETTS, PATRICK, HAMPTONIMANAGERC Control
RICKETTS, PATRICK, HAMPTONIMANAGERC Control
RICKETTS, PATRICK, HAMPTONIMANAGERC Control
RICKETTS, PATRICK, HAMPTONIMANAGERC Control
RICKETTS, PATRICK, HAMPTONICHIEF COMPLIANCE OFFICER & PRINCIPALC Control
RICKETTS, PATRICK, HAMPTONIMANAGERC Control
RICKETTS, PATRICK, HAMPTONICHIEF COMPLIANCE OFFICER & PRINCIPALC Control
RICKETTS, PATRICK, HAMPTONICHIEF COMPLIANCE OFFICER & PRINCIPALC Control
RICKETTS, PATRICK, HAMPTONICHIEF COMPLIANCE OFFICER & PRINCIPALC Control
RICKETTS, PATRICK, HAMPTONICHIEF COMPLIANCE OFFICER & PRINCIPALC Control
RICKETTS, PATRICK, HAMPTONICHIEF COMPLIANCE OFFICER & PRINCIPALC Control
RICKETTS, PATRICK, HAMPTONICHIEF COMPLIANCE OFFICER & PRINCIPALC Control
RICKETTS, ROY, MICHAELICHIEF COMPLIANCE OFFICER AND MANAGERC Control
RICKETTS, ROY, MICHAELICHIEF COMPLIANCE OFFICER AND MANAGERC Control
RICKETTS, ROY, MICHAELICHIEF COMPLIANCE OFFICER AND MANAGERC Control
RICKETTS, ROY, MICHAELICHIEF COMPLIANCE OFFICER AND MANAGERC Control
RICKETTS, ROY, MICHAELIPRINCIPALC Control
RICKETTS, ROY, MICHAELICHIEF COMPLIANCE OFFICER AND MANAGERC Control
RICKETTS, ROY, MICHAELIPRINCIPALC Control
RICKETTS, ROY, MICHAELIPRINCIPALC Control
RICKETTS, ROY, MICHAELIPRINCIPALC Control
RICKETTS, ROY, MICHAELIPRINCIPALC Control
RICKETTS, ROY, MICHAELIPRINCIPALC Control
Ricketts, Cary, RasnickIPRINCIPALC Control
Ricketts, Christopher, McCauleyIMANAGERC Control
Ricketts, Christopher, McCauleyIMANAGERC Control
Ricketts, Christopher, McCauleyIMANAGERC Control
Ricketts, Christopher, McCauleyIMANAGERC Control
Ricketts, Christopher, McCauleyIPRINCIPALC Control
Ricketts, Christopher, McCauleyIMANAGERC Control
Ricketts, Christopher, McCauleyIPRINCIPALC Control
Ricketts, Christopher, McCauleyIPRINCIPALC Control
Ricketts, Christopher, McCauleyIPRINCIPALC Control
Ricketts, Christopher, McCauleyIPRINCIPALC Control
Ricketts, Christopher, McCauleyIPRINCIPALC Control
Ricketts, Christopher, McCauleyIPRINCIPALC Control

Registrations

Federal

IA
Sep 22, 2025 REGISTERED

Notice Filings (4)

FL KY TN TX

Address

4360 BROWNSBORO ROAD
SUITE 115
LOUISVILLE, KY 40207
United States
Phone: (502) 396-4055