Private Client Services, LLC

Overview

Private Client Services, LLC is a Broker Dealer and registered investment adviser based in Louisville, KY, registered since 2009. It reports $1.4B in assets under management across 8,765 accounts, with 60 employees. Its 797 registered representatives work across 225 branch offices in 43 states.

Reported AUM

$1.4B

Discretionary

41%

Accounts

8,765

Average account

$158K

Employees

60

Registered reps

797

Branch offices

225

Registered since

2009

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Products and services

• Alternative Investments
• Corporate Bonds
• Derivatives
• Insurance
• Investment Advisory Services
• Kiosk Activities - Bank
• Municipal Securities Broker
• Municipal Securities Dealer
• Mutual Fund/Retailer
• Mutual Funds
• Non-Enchange Member Transactions
• Options
• 5 more

Executive officers 3 of 6

• Timothy Daley Graham President, Chief Operating Officer CRD 4461811
• Ernest Aubrey Sampson Managing Member, Employee Stock Ownership Plan Trustee CRD 2001651
• Julia Meyer Ironside Financial and Operations Principal CRD 2441578

3 more executive officers, with direct contact details

Registered reps 3 of 797

• Brian M Ahern Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4392356
• Clayton Bitting Aho Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4232659
• Fakhr Sadat Alavi Insurance Agent · Registered Rep · Investment Adviser Rep CRD 4066913

794 more registered reps, with emails, phones and branch locations

Location

Headquarters

2225 Lexington Rd
Louisville, KY 40206

County

Jefferson

Metro area

Louisville/Jefferson County, KY-IN

Region

South

Branch offices

225 in 43 states, including Dublin, OH, Cincinnati, OH and Durham, NC

Registrations

• SEC and state registered, limited liability company formed in Kentucky
• Registered in 52 jurisdictions
• Website: pcsbd.net

Every state, with registration dates

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