Private Client Services, LLC
● SEC registered since 2010CRD 120222SEC# 801-71475Louisville, KY
Reg. AUM
$1.38B
Employees
60
Accounts
8,765
Location
Louisville, KY
Private Client Services, LLC assets under management
Private Client Services, LLC operates as an SEC-registered investment adviser based in Louisville, KY. The firm has been registered since 2010. It reports $1.4 billion in regulatory assets under management and employs 60 people.
Private Client Services, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Damon Bradley Joyner Control | Chief Executive Officer | Under 5% | 2026 |
| Ernest Aubrey Sampson Control | Co-Chairperson Of The Board & Esop Trustee | Under 5% | 2007 |
| John Philip Taylor-Jones Control | Chief Compliance Officer | Under 5% | 2013 |
| Julia Meyer Ironside | Finop | Under 5% | 2020 |
| Kfg Enterprises, Inc. Control | Shareholder | 50-75% | 2001 |
| Linda Kelley Carson Control | Co-Chairperson Of The Board | Under 5% | 2026 |
| Mary Elizabeth Wescott Control | Chief Administration Officer | Under 5% | 2018 |
| Private Client Services Emp Stock Ownership Plan & Trust Control | Esop Trust | 25-50% | 2020 |
| Steven E Higdon Control | Vice Chair & Chief Development Officer | Under 5% | 2023 |
| Steven Michael Oss Control | Chief Financial Officer | Under 5% | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Private Client Services, LLC manage?
Private Client Services, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Private Client Services, LLC have?
Private Client Services, LLC reports 60 employees.
Where is Private Client Services, LLC located?
Private Client Services, LLC is based in Louisville, KY and has been SEC-registered since 2010.
Does Private Client Services, LLC disclose fund performance?
Private Client Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2225 Lexington Road, Louisville, KY 40206 |
| Phone | 502-451-0600 |
| Fax | 502-473-1721 |
| Office hours | 8:30 - 5:00 |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$1.38B▲ 64%
Jan '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,389 advisers
EmployeesTop 11%
More than 89% of 16,799 advisers
Assets under management
$1.38Bregulatory AUM
Discretionary $561.6MNon-discretionary $821.5M