Family Office
    SEC Registered

    Dupree & Company, Inc.

    Registered investment advisor · Lexington, Kentucky · CRD #1697

    Assets Under Management
    $888M
    Client Accounts
    1
    Employees
    12
    CRD Number
    1697
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Dupree & Company, Inc.

    Dupree & Company, Inc. is an investment advisory firm specializing in municipal bonds and related investments. It also offers financial planning services. The firm operates through its subsidiary, Dupree Investment Advisers, Inc.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Dupree & Company, Inc.'s AUM?

    Dupree & Company, Inc. reports approximately $888M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Dupree & Company, Inc. headquartered?

    Dupree & Company, Inc. is headquartered in Lexington, Kentucky.

    What is Dupree & Company, Inc.'s CRD number?

    Dupree & Company, Inc.'s CRD number is 1697. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Dupree & Company, Inc. manage?

    Dupree & Company, Inc. manages approximately 1 client accounts according to its latest SEC filing.

    Is Dupree & Company, Inc. SEC registered?

    Yes, Dupree & Company, Inc. is registered with the SEC as an investment adviser with an approved registration status.

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