Key facts
- JOURNEY ADVISORY GROUP, LLC is a other based in COVINGTON, KY.
- JOURNEY ADVISORY GROUP, LLC reports $23.2M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 171919- Regulatory AUM
- $23.2M
- Private fund assets
- —
- Private funds
- —
- Staff
- 31
- Registered office
- COVINGTON, KY
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See more of the book
- ·Watchlist + alerts for JOURNEY ADVISORY GROUP, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for JOURNEY ADVISORY GROUP, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Frequently asked
- What is JOURNEY ADVISORY GROUP, LLC's AUM?
- JOURNEY ADVISORY GROUP, LLC manages approximately $23.2M in assets.