EQUITY ADVISORS OF KENTUCKY INC
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About the firm
Equity Advisors of Kentucky provides personalized comprehensive financial planning to clients at a reasonable cost. Services include retirement and estate planning, income tax planning and preparation, investment and financial related advice, and business consulting. The firm values educating and empowering clients with tools needed to take control of their financial future.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, tax preparation and resolution (for individuals and businesses), estate planning, investment and financial advice, and business consulting.
Who they serve
Individuals, businesses, and small business owners seeking financial planning, tax preparation, estate planning, and business consulting services, served regardless of asset level.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 94 | $96M |
| High Net Worth Individuals | 20 | $46M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. EQUITY ADVISORS OF KENTUCKY INC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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