Wealth Manager
    Manages Private Funds

    Private Client Services, LLC

    Registered investment advisor · Louisville, Kentucky · CRD #120222

    Assets Under Management
    $1.4B
    Client Accounts
    8,765
    Employees
    60
    CRD Number
    120222
    Registration
    BOTH Registered

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

    About Private Client Services, LLC

    Private Client Services, LLC is a full-service brokerage and investment advisory firm founded in 1990, offering a range of financial services and products to independent advisors. It operates as a dually registered Broker-Dealer and Registered Investment Advisor.

    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 Private Client Services, LLC

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    Frequently Asked Questions

    What is Private Client Services, LLC's AUM?

    Private Client Services, LLC reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Private Client Services, LLC headquartered?

    Private Client Services, LLC is headquartered in Louisville, Kentucky.

    What is Private Client Services, LLC's CRD number?

    Private Client Services, LLC's CRD number is 120222. 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 Private Client Services, LLC manage?

    Private Client Services, LLC manages approximately 8,765 client accounts according to its latest SEC filing.

    Is Private Client Services, LLC SEC registered?

    Private Client Services, LLC is registered as a BOTH investment adviser.

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