Wealth manager, independent · Covington, KY
Journey Advisory Group, LLC
SEC-registered investment adviser · CRD 171919 · SEC 801-79934
At a glance
Journey Advisory Group, LLC is an SEC-registered investment adviser based in Covington, Kentucky, with $1.7B in regulatory assets under management as of its Form ADV filed August 21, 2026. It reports 859 individual clients, 337 of them high-net-worth, holding an average of about $1.9 million each, and 31 employees. That ranks it 654th among the nation’s 5,657 independent wealth management RIAs and 4th of 47 in Kentucky. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Interactive Brokers.
Main office 859-888-0356journeyadvisory.groupLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.7B
- Rank among independent wealth managers
- #654 of 5,657
- Rank among all SEC RIAs
- #4,040 of 17,210
- Rank in Kentucky
- #4 of 47
- Individual clients
- 859
- High-net-worth clients
- 337
- Accounts
- 2,113
- Discretionary
- 99% of AUM
- Employees
- 31
- Advisory staff
- 15
- Offices
- 4
Owners and executives on its Form ADV
- Tyler S. LangManaging Member
- Michael J. WhelanMember
- Stephan G. LangMember, Trustee of Stephan Lang Family Trust(since 12/1985)
- Robin M. LangTrustee of Stephan Lang Family Trust
- James W. OwensMember
- Kathryn C McNeelyMember
- Richard E. PettwayChief Investment Officer, Trustee of Richard Eric Randolph Pettway Trust
- Andy J. ArmstrongChief Compliance Officer
- Jill L. HensonMember
- Laura S. MoschelMember
- Tyler J. VerstChief Operations Officer
Custody and brokerage
Broker-dealer
No broker-dealer ties
Journey Advisory Group, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 337 | $1.4B | 87% |
| Individuals | 522 | $150M | 9% |
| Charitable organizations | 11 | $27M | 2% |
| Corporations or other businesses | 10 | $25M | 1% |
| Pension and profit sharing plans | 7 | $11M | <1% |
| Pooled investment vehicles | 1 | $0M | <1% |
Disciplinary disclosures
Journey Advisory Group, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗journeyadvisory.group ↗
AtlasMembers
The full record on Journey Advisory Group, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
- Locked
- Rank against 2,343 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 11 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Kentucky
All of Kentucky →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Meridian Wealth Management, LLCLexington | $5.0B | 5,366 |
| MCF Advisors, LLCLexington | $4.7B | 3,440 |
| Keystone Financial Group, LLCLexington | $2.3B | 6,602 |
| The Gleason Group, Inc.Prospect | $1.6B | 262 |
| Legacy Financial Advisors, Inc.Covington | $1.5B | 1,061 |
| Strategic Wealth Investment Group, LLCLouisville | $1.4B | 3,900 |
Background
Questions
How much does Journey Advisory Group, LLC manage?
Journey Advisory Group, LLC reports $1.7B in regulatory assets under management across 2,113 accounts, 99% of it on a discretionary basis, on its Form ADV filed August 21, 2026.
How many clients does Journey Advisory Group, LLC have?
It reports 859 individual clients: 337 high-net-worth individuals and 522 other individuals. Individuals account for about 96% of its regulatory assets.
Where is Journey Advisory Group, LLC headquartered?
Its main office is in Covington, Kentucky. It reports 4 offices in total and 31 employees, 15 of whom perform investment advisory functions.
How does Journey Advisory Group, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Journey Advisory Group, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Interactive Brokers. On Schedule D of its Form ADV filed August 21, 2026, it reports these amounts held: Charles Schwab ($1.1B); Interactive Brokers ($396M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Journey Advisory Group, LLC a hybrid RIA with a broker-dealer?
Journey Advisory Group, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Journey Advisory Group, LLC a fiduciary?
As an SEC-registered investment adviser, Journey Advisory Group, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Journey Advisory Group, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-21), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →