Private Client Services, LLC
Louisville, KY·SEC-registered · CRD #120222
Private Client Services, LLC is an SEC-registered investment advisory firm in Louisville, KY managing $1.4B across 15k client accounts, with 50 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
15k
Advisory staff
50
Fee model
Fee-based
How Private Client Services, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Private Client Services, LLC
How much does Private Client Services, LLC manage?
Per its most recent SEC Form ADV filing (03/14/2026), Private Client Services, LLC reports $1.4B in regulatory assets under management across roughly 15k client accounts.
How does Private Client Services, LLC charge?
Private Client Services, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Private Client Services, LLC a fiduciary?
Yes. Private Client Services, LLC is registered with the U.S. Securities and Exchange Commission (CRD #120222), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Private Client Services, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Private Client Services, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Private Client Services, LLC's public SEC Form ADV filing (CRD #120222, filed 03/14/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Private Client Services, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Private Client Services, LLC? Claim this profile.