Wealth Manager
    SEC Registered
    Manages Private Funds

    Joule Financial, LLC

    Registered investment advisor · Lexington, Kentucky · CRD #320791

    Assets Under Management
    $479M
    Client Accounts
    2,181
    Employees
    8
    CRD Number
    320791
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

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

    About Joule Financial, LLC

    Joule Financial, LLC is an independent fee-based investment advisory firm founded in 2001, offering fiduciary financial planning and retirement services across the United States. It employs 2-10 staff and operates without external funding.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Joule Financial, LLC

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    Frequently Asked Questions

    What is Joule Financial, LLC's AUM?

    Joule Financial, LLC reports approximately $479M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Joule Financial, LLC headquartered?

    Joule Financial, LLC is headquartered in Lexington, Kentucky.

    What is Joule Financial, LLC's CRD number?

    Joule Financial, LLC's CRD number is 320791. 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 Joule Financial, LLC manage?

    Joule Financial, LLC manages approximately 2,181 client accounts according to its latest SEC filing.

    Is Joule Financial, LLC SEC registered?

    Yes, Joule Financial, LLC is registered with the SEC as an investment adviser with an approved registration status.

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