Active
JOURNEY ADVISORY GROUP, LLC
Investment Advice|COVINGTON, KY
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$1.5B
Total AUM
| Category | Value |
|---|---|
| Discretionary | 1.4B |
| Non-Discretionary | 25.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 171919 |
| SEC Number | 801-79934 |
| Street Address | 50 E. RIVERCENTER BLVD |
| Street Address 2 | SUITE 301 |
| Location | COVINGTON, KY 41011 |
| Country | United States |
| Phone | 859-888-0356 |
| Fax | 888-712-3569 |
| Total Employees | 27 |
Client Count by Type (843 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 478 |
| High Net Worth Individual… | 340 |
| Charitable Organizations | 9 |
| Corporations/Businesses | 8 |
| Pension/Profit Sharing Pl… | 7 |
| Pooled Investment Vehicle… | 1 |
Community Partners
BLESSED SACRAMENT SCHOOL
CITY OF BROMLEY
CITY OF COVINGTON
CITY OF CRESCENT SPRINGS
CITY OF CRESTVIEW HILLS
CITY OF EDGEWOOD
CITY OF ELSMERE
CITY OF FAIRVIEW
CITY OF FORT MITCHELL
CITY OF FORT WRIGHT
CITY OF INDEPENDENCE
CITY OF KENTON VALE
CITY OF LAKESIDE PARK
CITY OF LUDLOW
CITY OF PARK HILLS
CITY OF RYLAND HEIGHTS
CITY OF TAYLOR MILL
CITY OF VILLA HILLS
COUNTY OF KENTON
NO KY CONVENTION & BUREAU
BLESSED SACRAMENT SCHOOL
CITY OF BROMLEY
CITY OF COVINGTON
CITY OF CRESCENT SPRINGS
CITY OF CRESTVIEW HILLS
CITY OF EDGEWOOD
CITY OF ELSMERE
CITY OF FAIRVIEW
CITY OF FORT MITCHELL
CITY OF FORT WRIGHT
CITY OF INDEPENDENCE
CITY OF KENTON VALE
CITY OF LAKESIDE PARK
CITY OF LUDLOW
CITY OF PARK HILLS
CITY OF RYLAND HEIGHTS
CITY OF TAYLOR MILL
CITY OF VILLA HILLS
COUNTY OF KENTON
NO KY CONVENTION & BUREAU
BLESSED SACRAMENT SCHOOL
CITY OF BROMLEY
CITY OF COVINGTON
CITY OF CRESCENT SPRINGS
CITY OF CRESTVIEW HILLS
CITY OF EDGEWOOD
CITY OF ELSMERE
CITY OF FAIRVIEW
CITY OF FORT MITCHELL
CITY OF FORT WRIGHT
CITY OF INDEPENDENCE
CITY OF KENTON VALE
CITY OF LAKESIDE PARK
CITY OF LUDLOW
CITY OF PARK HILLS
CITY OF RYLAND HEIGHTS
CITY OF TAYLOR MILL
CITY OF VILLA HILLS
COUNTY OF KENTON
NO KY CONVENTION & BUREAU
Municipal Government
21 Active
21
Organizations
CRESCENT VILLA VOLUNTEER FIRE AND RESCUE AUTHORITY
ELSMERE FIRE PROTECTION DISTRICT
FIRE DISTRICT
INDEPENDENCE FIRE PROTECTION DISTRICT
KENTON COUNTY LIBRARY DISTRICT
KENTON COUNTY PARKING GARAGE
KENTON COUNTY SOIL CONSERVATION DISTRICT
NORTHERN KENTUCKY PORT AUTHORITY
PINER FISKBURG FIRE DISTRICT
RYLAND HEIGHTS FIRE PROTECTION DISTRICT
SANITATION DISTRICT 1 OF NORTHERN KENTUCKY
TRANSIT AUTHORITY OF NORTHERN KENTUCKY
WALTON FIRE DISTRICT
CRESCENT VILLA VOLUNTEER FIRE AND RESCUE AUTHORITY
ELSMERE FIRE PROTECTION DISTRICT
FIRE DISTRICT
INDEPENDENCE FIRE PROTECTION DISTRICT
KENTON COUNTY LIBRARY DISTRICT
KENTON COUNTY PARKING GARAGE
KENTON COUNTY SOIL CONSERVATION DISTRICT
NORTHERN KENTUCKY PORT AUTHORITY
PINER FISKBURG FIRE DISTRICT
RYLAND HEIGHTS FIRE PROTECTION DISTRICT
SANITATION DISTRICT 1 OF NORTHERN KENTUCKY
TRANSIT AUTHORITY OF NORTHERN KENTUCKY
WALTON FIRE DISTRICT
CRESCENT VILLA VOLUNTEER FIRE AND RESCUE AUTHORITY
ELSMERE FIRE PROTECTION DISTRICT
FIRE DISTRICT
INDEPENDENCE FIRE PROTECTION DISTRICT
KENTON COUNTY LIBRARY DISTRICT
KENTON COUNTY PARKING GARAGE
KENTON COUNTY SOIL CONSERVATION DISTRICT
NORTHERN KENTUCKY PORT AUTHORITY
PINER FISKBURG FIRE DISTRICT
RYLAND HEIGHTS FIRE PROTECTION DISTRICT
SANITATION DISTRICT 1 OF NORTHERN KENTUCKY
TRANSIT AUTHORITY OF NORTHERN KENTUCKY
WALTON FIRE DISTRICT
Special District
13 Active
13
Organizations
BEECHWOOD INDEPENDENT SCHOOL DISTRICT
COVINGTON INDEPENDENT SCHOOL DISTRICT
ERLANGER-ELSMERE INDEPENDENT SCHOOL DIST
KENTON CO SCHOOL DISTRICT
LUDLOW INDEPENDENT SCHOOL DISTRICT
BEECHWOOD INDEPENDENT SCHOOL DISTRICT
COVINGTON INDEPENDENT SCHOOL DISTRICT
ERLANGER-ELSMERE INDEPENDENT SCHOOL DIST
KENTON CO SCHOOL DISTRICT
LUDLOW INDEPENDENT SCHOOL DISTRICT
BEECHWOOD INDEPENDENT SCHOOL DISTRICT
COVINGTON INDEPENDENT SCHOOL DISTRICT
ERLANGER-ELSMERE INDEPENDENT SCHOOL DIST
KENTON CO SCHOOL DISTRICT
LUDLOW INDEPENDENT SCHOOL DISTRICT
School District
5 Active
5
Organizations
22 UNTIL VALHALLA INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 THE SEAS INC
AAJ TBI LITIGATION GROUP INC
A CRY IN THE DARK MINISTRIES C/O CORA GREENWOOD
ACTION MINISTRIES INC
Adam R Scripps Foundation
AFGE LOCAL 616 TSA
AIDS VOLUNTEERS OF NORTHERN KENTUCKY
ALEX DINKEL FOUNDATION LLC
ALLIANCE FOR CATHOLIC URBAN EDUCATION INC
AMATEUR ATHELTIC UNION OF THE UNITED STATES
22 UNTIL VALHALLA INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 THE SEAS INC
AAJ TBI LITIGATION GROUP INC
A CRY IN THE DARK MINISTRIES C/O CORA GREENWOOD
ACTION MINISTRIES INC
Adam R Scripps Foundation
AFGE LOCAL 616 TSA
AIDS VOLUNTEERS OF NORTHERN KENTUCKY
ALEX DINKEL FOUNDATION LLC
ALLIANCE FOR CATHOLIC URBAN EDUCATION INC
AMATEUR ATHELTIC UNION OF THE UNITED STATES
22 UNTIL VALHALLA INC
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
4 THE SEAS INC
AAJ TBI LITIGATION GROUP INC
A CRY IN THE DARK MINISTRIES C/O CORA GREENWOOD
ACTION MINISTRIES INC
Adam R Scripps Foundation
AFGE LOCAL 616 TSA
AIDS VOLUNTEERS OF NORTHERN KENTUCKY
ALEX DINKEL FOUNDATION LLC
ALLIANCE FOR CATHOLIC URBAN EDUCATION INC
AMATEUR ATHELTIC UNION OF THE UNITED STATES
Nonprofit Organization
611 Active
611
Organizations
Community Partners89 organizations
BLESSED SACRAMENT SCHOOL
Municipal Government·FT MITCHELL
CITY OF COVINGTON
Municipal Government·COVINGTON
CITY OF EDGEWOOD
Municipal Government·COVINGTON
CITY OF FAIRVIEW
Municipal Government·INDEPENDENCE
CITY OF INDEPENDENCE
Municipal Government·INDEPENDENCE
CITY OF KENTON VALE
Municipal Government·LATONIA
CITY OF RYLAND HEIGHTS
Municipal Government·RYLAND HGHT
NO KY CONVENTION & BUREAU
Municipal Government·COVINGTON
UNION COMMUNITY CHARITIES CORP.
Municipal Government·CRESCENT SPRINGS
ELSMERE FIRE PROTECTION DISTRICT
Special District·ELSMERE
FIRE DISTRICT
Special District·INDEPENDENCE
INDEPENDENCE FIRE PROTECTION DISTRICT
Special District·INDEPENDENCE
KENTON COUNTY PARKING GARAGE
Special District·COVINGTON
PINER FISKBURG FIRE DISTRICT
Special District·MORNING VIEW
RYLAND HEIGHTS FIRE PROTECTION DISTRICT
Special District·RYLAND HGHT
SANITATION DISTRICT 1 OF NORTHERN KENTUCKY
Special District·FT WRIGHT
TRANSIT AUTHORITY OF NORTHERN KENTUCKY
Special District·COVINGTON
22 UNTIL VALHALLA INC
Nonprofit Organization·Taylor Mill
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Covington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Independence
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Independence
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Independence
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Covington
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morning View
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morning View
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Morning View
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Independence
4 THE SEAS INC
Nonprofit Organization·Covington
AAJ TBI LITIGATION GROUP INC
Nonprofit Organization·FT MITCHELL
A CRY IN THE DARK MINISTRIES C/O CORA GREENWOOD
Nonprofit Organization·ELSMERE
ACTION MINISTRIES INC
Nonprofit Organization·Covington
Adam R Scripps Foundation
Nonprofit Organization·Ft Mitchell
AFGE LOCAL 616 TSA
Nonprofit Organization·Independence
AIDS VOLUNTEERS OF NORTHERN KENTUCKY
Nonprofit Organization·COVINGTON
ALEX DINKEL FOUNDATION LLC
Nonprofit Organization·Ft Mitchell
ALLIANCE FOR CATHOLIC URBAN EDUCATION INC
Nonprofit Organization·Covington
AMATEUR ATHELTIC UNION OF THE UNITED STATES
Nonprofit Organization·Independence
AMATEUR ATHLETIC UNION OF THE UNITED STATES
Nonprofit Organization·Ludlow
AMATEUR ATHLETIC UNION OF THE UNITED STATES INC
Nonprofit Organization·Independence
AMERICAN CHRISTIAN FICTION WRITERS INC
Nonprofit Organization·Independence
AMERICAN INDUSTRIAL HYGIENE ASSOCIATION
Nonprofit Organization·Covington
AMERICAN INNS OF COURT FOUNDATION
Nonprofit Organization·Covington
AMERICAN LEGION
Nonprofit Organization·Independence
AMERICAN LEGION AUXILARY
Nonprofit Organization·LATONIA
AMERICAN LEGION POST 203
Nonprofit Organization·LATONIA
AMERICAN LEGION POST 20 SIMON
Nonprofit Organization·ELSMERE
AMERICAN MUSEUM EDUCATIONAL FOUNDATION INC
Nonprofit Organization·Covington
AMERICAN POSTAL WORKERS UNION
Nonprofit Organization·Covington
ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY
Nonprofit Organization·Covington
ANCIENT & ACCEPTED SCOTTISH RITE OF FREE MASONRY SO JURIS USA
Nonprofit Organization·COVINGTON
ANCIENT EGYPTIAN ARABIC ORDER NOBLES MYSTIC SHRINE OF N & S AMER
Nonprofit Organization·Covington
ANDREW CARSON MEYERS FOUNDATION
Nonprofit Organization·FT MITCHELL
ANGELS FROM THE BATTLEFIELD
Nonprofit Organization·Independence
ANTHONY PEMBERTON FOUNDATION INC
Nonprofit Organization·Covington
ARNOLD STRONG FOUNDATION INC
Nonprofit Organization·COVINGTON
A ROUND 4 ROBIN INC
Nonprofit Organization·independence
Art Equals Inc
Nonprofit Organization·Covington
ASAP RECOVERY INC
Nonprofit Organization·Covington
AUSTINBURG APARTMENTS
Nonprofit Organization·COVINGTON
BAD GIRL VENTURES INC
Nonprofit Organization·COVINGTON
BAND OF HELPING HANDS INC
Nonprofit Organization·COVINGTON
BAND OF HELPING HANDS INCORPORATED
Nonprofit Organization·COVINGTON
BARRY LARKIN CHARITABLE FOUNDATION
Nonprofit Organization·COVINGTON
BBG of Ky
Nonprofit Organization·Taylor Mill
BE CONCERNED INC
Nonprofit Organization·COVINGTON
BEDSIDE CAMPERS INC
Nonprofit Organization·crescent springs
Beechgrove Elementary PTA
Nonprofit Organization·Independence