Journey Advisory Group, LLC

Overview

Journey Advisory Group, LLC is an SEC registered investment adviser based in Covington, KY, registered since 2014. It reports $1.7B in assets under management across 2,113 accounts, with 31 employees. It has 19 investment adviser representatives.

Reported AUM

$1.7B

Discretionary

99%

Accounts

2,113

Average account

$783K

Employees

31

Advisory reps

19

Registered since

2014

Jurisdictions

20

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Pension Consulting

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 3 of 11

• Andy John Armstrong Chief Compliance Officer CRD 4448534
• Michael J Whelan Chief Financial Officer, Member CRD 7205962
• Richard Eric Pettway Chief Investment Officer, Trustee CRD 7292249

8 more executive officers, with direct contact details

Advisory reps 3 of 19

• Paula Jan Abbott Insurance Agent · Investment Adviser Rep CRD 3143531
• Randolph J Chavez Insurance Agent · Investment Adviser Rep CRD 6601128
• Elizabeth A Dayter Investment Adviser Rep CRD 6246548

16 more advisory reps, with emails, phones and branch locations

Location

Headquarters

50 E Rivercenter Blvd Ste 301
Covington, KY 41011

County

Kenton

Metro area

Cincinnati, OH-KY-IN

Region

South

Registrations

• SEC registered
• Registered in 20 jurisdictions
• Website: discover.journeyadvisory.group/retirement-readiness

Every state, with registration dates

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