Wealth Manager
    SEC Registered
    Manages Private Funds

    Journey Advisory Group, LLC

    Registered investment advisor · Covington, Kentucky · CRD #171919

    Assets Under Management
    $1.7B
    Client Accounts
    2,113
    Employees
    31
    CRD Number
    171919
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Interactive Brokers Llc

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

    About Journey Advisory Group, LLC

    Journey Advisory Group, LLC, founded in 2013, is a SEC Registered Investment Adviser specializing in investment management and financial planning, offering personalized services for wealth, college, retirement, estate, tax management, and insurance planning. The firm has 11-50 employees and is recognized for its sophisticated planning and investment expertise.

    Fee Structure

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

    Contacts, 13F holdings & brochure intel for Journey Advisory Group, LLC

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    Frequently Asked Questions

    What is Journey Advisory Group, LLC's AUM?

    Journey Advisory Group, LLC reports approximately $1.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Journey Advisory Group, LLC headquartered?

    Journey Advisory Group, LLC is headquartered in Covington, Kentucky.

    What is Journey Advisory Group, LLC's CRD number?

    Journey Advisory Group, LLC's CRD number is 171919. 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 Journey Advisory Group, LLC manage?

    Journey Advisory Group, LLC manages approximately 2,113 client accounts according to its latest SEC filing.

    Is Journey Advisory Group, LLC SEC registered?

    Yes, Journey Advisory Group, LLC is registered with the SEC as an investment adviser with an approved registration status.

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