JOULE FINANCIAL, LLC
CRD #320791 SEC #801-125024 LEXINGTON, KY 859-881-0777
SEC Registered Disclosures
Total AUM
$411.2M
Discretionary
$411.2M
Employees
7
Clients
251
Accounts
2,065
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $411.2M | $411.2M | $0 | 7 | 0 |
| Mar 2025 | $411.2M | $411.2M | $0 | 7 | 0 |
| Jul 2024 | $332M | $332M | $0 | 7 | 0 |
| Mar 2024 | $332M | $332M | $0 | 7 | 0 |
| Mar 2023 | $269.8M | $263.6M | $6.2M | 6 | 0 |
| Jul 2022 | $276.8M | $268.3M | $8.5M | 6 | 0 |
| Apr 2022 | $276.8M | $268.3M | $8.5M | 6 | 0 |
DateDec 2025
Total AUM$411.2M
Discretionary$411.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2025
Total AUM$411.2M
Discretionary$411.2M
Non-Disc.$0
Employees7
Clients0
DateJul 2024
Total AUM$332M
Discretionary$332M
Non-Disc.$0
Employees7
Clients0
DateMar 2024
Total AUM$332M
Discretionary$332M
Non-Disc.$0
Employees7
Clients0
DateMar 2023
Total AUM$269.8M
Discretionary$263.6M
Non-Disc.$6.2M
Employees6
Clients0
DateJul 2022
Total AUM$276.8M
Discretionary$268.3M
Non-Disc.$8.5M
Employees6
Clients0
DateApr 2022
Total AUM$276.8M
Discretionary$268.3M
Non-Disc.$8.5M
Employees6
Clients0