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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

JOURNEY ADVISORY GROUP, LLC

CRD 171919

COVINGTON, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5933f604-3e25-5c1d-be50-10f3052d1dea

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 41
Dated events: 15
On other graphs: 0
Observed: Jun 11, 2014 to Aug 21, 2026
44 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.96 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.7BItem 5.F on the latest filing (2026-08-21); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.6B
Private client RAUM: $1.6BderivedItem 5.D individuals plus high net worth individuals
Private client share: 96%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 19
RAUM per advisor: $87.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 31
Advisory employees: 15
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 2,113
Individual clients: 522
High net worth clients: 337
Custody, client assets: $545M
SEC number: 801-79934
CIK: 1840085
CRD: 171919
Filings on the tape: 44
First filed: Jun 11, 2014
Latest filed: Aug 21, 2026
Organised: Limited Liability Company, DE
Website: discover.journeyadvisory.group

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
TYLER SELBY LANG	Chartered Financial Analyst	COVINGTON, KY	7	21	1	no
KATHRYN C MCNEELY	n/a	TEMPLE, TX	6	25	2	no
ELIZABETH A DAYTER	n/a	Cincinnati, OH	6	13	1	no
Richard Eric Pettway	Chartered Financial Analyst	Covington, KY	6	16	n/a	no
JILL LAUREN HENSON	Certified Financial Planner	Cincinnati, OH	5	22	5	no
James J Joo	Chartered Financial Analyst	COVINGTON, KY \| Blue Ash, OH	4	26	n/a	no
STEPHEN ANDREW WENSTRUP	n/a	Centerville, OH \| COVINGTON, KY	3	43	1	no
JAMES GERARD TILLAR	Chartered Financial Analyst	Centerville, OH \| COVINGTON, KY	3	35	1	no
PATRICIA ANN KUHAR	n/a	COVINGTON, KY \| Mentor, OH	3	23	2	no
Tyler James Verst	n/a	COVINGTON, KY	2	13	n/a	no
KEVIN REILLY KANE	n/a	Covington, KY	2	28	6	no
CARY SCOTT KORNICK	n/a	Round Lake, IL \| COVINGTON, KY	2	27	2	no
PAULA JAN ABBOTT	Certified Financial Planner	COVINGTON, KY	1	21	4	no
JAMES WILLIAM OWENS	Certified Financial Planner	Covington, KY	1	20	4	no
MEGHAN ELIZABETH MULLIKIN	Certified Financial Planner	COVINGTON, KY	1	15	2	no
ADAM PETER LISOWSKY	Certified Financial Planner	COVINGTON, KY	1	11	3	no
Tyler Michael Malay	n/a	COVINGTON, KY	1	11	n/a	no
Michael Justin Wilhelm	n/a	COVINGTON, KY \| Cincinnati, OH	1	14	n/a	no
Randolph J. Chavez	n/a	COVINGTON, KY	0	10	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LANG, ROBIN, MINTO	TRUSTEE OF STEPHAN LANG FAMILY TRUST	Na	yes	12/1985	Aug 21, 2026	Aug 21, 2026
LANG, STEPHAN, GRAIG	MEMBER, TRUSTEE OF STEPHAN LANG	Na	yes	08/2013	Aug 21, 2026	Aug 21, 2026
LANG, TYLER, SELBY	MANAGING MEMBER	D	yes	06/2014	Aug 21, 2026	Aug 21, 2026
MCNEELY, KATHRYN, C	MEMBER OF RICHARD ERIC RANDOLPH PETTWAY TRUST	Na	yes	01/2020	Aug 21, 2026	Aug 21, 2026
OWENS, JAMES, WILLIAM	Member	Na	yes	01/2020	Aug 21, 2026	Aug 21, 2026
Verst, Tyler, James	CHIEF OPERATIONS OFFICER	Na	yes	08/2026	Aug 21, 2026	Aug 21, 2026
Whelan, Michael, J.	Member	Na	yes	10/2019	Aug 21, 2026	Aug 21, 2026
STEPHAN LANG FAMILY TRUST DATED 12/9/1985	Member	C	yes	06/2014	Mar 30, 2017	Nov 1, 2024
ARMSTRONG, ANDY, JOHN	CHIEF COMPLIANCE OFFICER	Na	no	04/2021	Aug 21, 2026	Aug 21, 2026
HENSON, JILL, LAUREN	Member	Na	no	01/2022	Aug 21, 2026	Aug 21, 2026
Moschel, Laura, Suzanne	Member	Na	no	01/2022	Aug 21, 2026	Aug 21, 2026
Pettway, Richard, Eric	CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST	Na	no	08/2020	Mar 26, 2021	Nov 1, 2024
RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99	Member	Na	no	08/2020	Mar 26, 2021	Nov 1, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
JOURNEY RISK SOLUTIONS, LLC	n/a	n/a	n/a	Y	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Cincinnati	Oh	United States	4	no
Dayton	Oh	United States	2	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 12 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Apr 1, 2026	$1.7B	$1.6B	31	15	3	n/a	n/a
2024	Apr 15, 2025	$1.5B	$1.4B	27	13	3	n/a	n/a
2023	Mar 20, 2024	$1.0B	$991M	20	11	2	n/a	n/a
2022	Mar 27, 2023	$837M	$822M	19	11	2	n/a	n/a
2021	Mar 21, 2022	$749M	$746M	20	12	3	n/a	n/a
2020	Mar 26, 2021	$647M	$643M	20	12	3	n/a	n/a
2019	Mar 25, 2020	$541M	$541M	18	12	3	n/a	n/a
2018	Mar 28, 2019	$188M	$188M	6	4	1	n/a	n/a
2017	Mar 28, 2018	$247M	$247M	10	7	2	n/a	n/a
2016	Mar 30, 2017	$226M	$226M	7	5	n/a	n/a	n/a
2015	Mar 29, 2016	$208M	$208M	9	6	n/a	n/a	n/a
2014	Mar 31, 2015	$213M	$213M	6	6	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	7	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.7B	$1.5B	12.3%	$837M	25.5%	31	27	3	3

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
TW ADVISORS	3	Jan 5, 2023	Jan 5, 2023	CENTERVILLE, OH	Firm absorbed	RIA to RIA	100.0%
CHANNEL ISLANDS GROUP	2	Aug 31, 2021	Aug 14, 2024	COVINGTON, KY	Team lift out	RIA to RIA	50.0%
CHANNEL ISLANDS GROUP	2	Feb 3, 2020	Dec 6, 2024	COVINGTON, KY	Team lift out	RIA to RIA	28.6%

Relationships

Registered with (24)

← Randolph J. ChavezAdvisorregistration: current employment
Mar 12, 2026 to presentfactForm ADV
← Michael Justin WilhelmAdvisorregistration: current employment
Aug 20, 2025 to presentfactForm ADV
← Tyler Michael MalayAdvisorregistration: current employment
Aug 5, 2025 to presentfactForm ADV
← ADAM PETER LISOWSKYAdvisorregistration: current employment
Jul 1, 2025 to presentfactForm ADV
← MEGHAN ELIZABETH MULLIKINAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← JAMES WILLIAM OWENSAdvisorregistration: current employment
Dec 6, 2024 to presentfactForm ADV
← PAULA JAN ABBOTTAdvisorregistration: current employment
Sep 27, 2024 to presentfactForm ADV
← CARY SCOTT KORNICKAdvisorregistration: current employment
Aug 30, 2024 to presentfactForm ADV
← KEVIN REILLY KANEAdvisorregistration: previous registration
Jun 25, 2018 to Sep 17, 2018factForm ADV
← Tyler James VerstAdvisorregistration: current employment
Dec 27, 2023 to presentfactForm ADV
← STEPHEN ANDREW WENSTRUPAdvisorregistration: current employment
Jan 5, 2023 to presentfactForm ADV
← JAMES GERARD TILLARAdvisorregistration: current employment
Jan 5, 2023 to presentfactForm ADV
← PATRICIA ANN KUHARAdvisorregistration: current employment
Jan 5, 2023 to presentfactForm ADV
← James J JooAdvisorregistration: current employment
Jun 3, 2022 to presentfactForm ADV
← JILL LAUREN HENSONAdvisorregistration: current employment
Jun 23, 2021 to presentfactForm ADV
← Richard Eric PettwayAdvisorregistration: current employment
Sep 8, 2020 to presentfactForm ADV
← ELIZABETH A DAYTERAdvisorregistration: current employment
Jan 22, 2020 to presentfactForm ADV
← KATHRYN C MCNEELYAdvisorregistration: current employment
Jan 2, 2020 to presentfactForm ADV
← TYLER SELBY LANGAdvisorregistration: current employment
Apr 22, 2019 to presentfactForm ADV
← TIMOTHY James KOESTERAdvisorregistration: previous registration
Sep 21, 2022 to Apr 10, 2025factForm ADV
← Peter James Abi-NaderAdvisorregistration: previous registration
Feb 19, 2016 to Sep 30, 2022factForm ADV
← DANIEL PATRICK LEAHYAdvisorregistration: previous registration
Dec 15, 2014 to Sep 30, 2022factForm ADV
← Deborah KerrAdvisorregistration: previous registration
Jan 2, 2020 to Sep 12, 2022factForm ADV
← MICHAEL PATRICK BREWERAdvisorregistration: previous registration
Sep 12, 2014 to Jul 27, 2015factForm ADV

Affiliated with (1)

← CHANNEL ISLANDS GROUPRegistered adviserother investment adviser, common control
factForm ADV

Moved with (2)

← CHANNEL ISLANDS GROUPRegistered adviser2 advisors, team lift out, same day
Feb 3, 2020 to Dec 6, 2024factForm ADV
← TW ADVISORSRegistered adviser3 advisors, firm absorbed, same day
Jan 5, 2023 to Jan 5, 2023factForm ADV

Controls (8)

← MCNEELY, KATHRYN, COwnerMEMBER, ownership code NA, individual
Jan 6, 2020 to Nov 1, 2024factForm ADV
← ARMSTRONG, ANDY, JOHNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 12, 2021 to Nov 1, 2024factForm ADV
← OWENS, JAMES, WILLIAMOwnerMEMBER, ownership code NA, individual
Jan 6, 2020 to Nov 1, 2024factForm ADV
← LANG, TYLER, SELBYOwnerMANAGING MEMBER, ownership code D, individual
Jun 11, 2014 to Nov 1, 2024factForm ADV
← LANG, STEPHAN, GRAIGOwnerMEMBER, TRUSTEE OF STEPHAN LANG FAMILY TRUST(SINCE 12/1985), ownership code NA, individual
Jun 11, 2014 to Nov 1, 2024factForm ADV
← LANG, ROBIN, MINTOOwnerTRUSTEE OF STEPHAN LANG FAMILY TRUST, ownership code NA, individual
Mar 30, 2017 to Nov 1, 2024factForm ADV
← Whelan, Michael, J.OwnerCHIEF OPERATIONS OFFICER AND MEMBER, ownership code NA, individual
Dec 2, 2019 to Nov 1, 2024factForm ADV
← STEPHAN LANG FAMILY TRUST DATED 12/9/1985OwnerMEMBER, ownership code C, domestic entity
Mar 30, 2017 to Nov 1, 2024factForm ADV

Owns (4)

← HENSON, JILL, LAURENOwnerMEMBER, ownership code NA, individual
Mar 21, 2022 to Nov 1, 2024factForm ADV
← Pettway, Richard, EricOwnerCHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST, ownership code NA, individual
Mar 26, 2021 to Nov 1, 2024factForm ADV
← Moschel, Laura, SuzanneOwnerMEMBER, ownership code NA, individual
Mar 21, 2022 to Nov 1, 2024factForm ADV
← RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99OwnerMEMBER, ownership code NA, domestic entity
Mar 26, 2021 to Nov 1, 2024factForm ADV

Dated events

Occurred
Apr 15, 2025
Regulatory AUM changed
Journey Advisory Group, Llc reported RAUM $1.5B, up 45% from $1.0B (2024-11-01 to 2025-04-15)
Form ADVobserved 6 days ago
$457M
Occurred
Apr 10, 2025
Advisor changed firm
Timothy James Koester left Journey Advisory Group, Llc for Phase Line Financial (registered 2025-09-12)
Form ADVobserved 6 days ago
Occurred
Jan 5, 2023
Firm absorbed
TW Advisors's advisors moved to Journey Advisory Group, LLC (Centerville, OH): 3 of 3 registered, on the same day
Form ADVobserved 6 days ago
3 advisors
Occurred
Sep 30, 2022
Advisor changed firm
Peter James Abi-Nader left Journey Advisory Group, Llc for Allworth Financial, L.P. (registered 2022-10-03)
Form ADVobserved 6 days ago
Occurred
Sep 30, 2022
Advisor changed firm
Daniel Patrick Leahy left Journey Advisory Group, Llc for Allworth Financial, L.P. (registered 2022-10-05)
Form ADVobserved 6 days ago
Occurred
Sep 12, 2022
Advisor changed firm
Deborah Kerr left Journey Advisory Group, Llc for Vanguard Advisers, Inc. (registered 2022-10-19)
Form ADVobserved 6 days ago
Occurred
Apr 12, 2021
Control person left
James Thomas Ritter (Director Of Compliance) no longer on Schedule A of Journey Advisory Group, Llc (listed 2021-03-29, absent 2021-04-12)
Form ADVobserved 6 days ago
Occurred
Apr 12, 2021
Control person joined
John Andy Armstrong (Chief Compliance Officer) appeared on Schedule A of Journey Advisory Group, Llc
Form ADVobserved 6 days ago
Occurred
Mar 25, 2020
Regulatory AUM changed
Journey Advisory Group, Llc reported RAUM $541.4M, up 95% from $278.3M (2020-01-30 to 2020-03-25)
Form ADVobserved 6 days ago
$263M
Occurred
Jan 6, 2020
Succession filed (Item 4)
Pennington Financial Group reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 6 days ago
Occurred
Jan 6, 2020
Control person joined
William James Owens (Member) appeared on Schedule A of Journey Advisory Group, Llc
Form ADVobserved 6 days ago
Occurred
Jan 6, 2020
Control person joined
C Kathryn Mcneely (Member) appeared on Schedule A of Journey Advisory Group, Llc
Form ADVobserved 6 days ago
Occurred
Dec 2, 2019
Control person joined
J. Michael Whelan (Chief Financial Officer) appeared on Schedule A of Journey Advisory Group, Llc
Form ADVobserved 6 days ago
Occurred
Jun 19, 2019
Control person joined
James Thomas Ritter (Director Of Compliance) appeared on Schedule A of Journey Advisory Group, Llc
Form ADVobserved 6 days ago
Occurred
Jun 11, 2014
First Form ADV filing
Dynasty Advisor Group, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5933f604-3e25-5c1d-be50-10f3052d1dea
First observed: Jun 11, 2014
Last observed: Aug 21, 2026 31 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOURNEY ADVISORY GROUP, LLC

CRD 171919

COVINGTON, KY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5933f604-3e25-5c1d-be50-10f3052d1dea

Data as of Aug 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:20 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

TYLER SELBY LANG

Chartered Financial Analyst

COVINGTON, KY

KATHRYN C MCNEELY

n/a

TEMPLE, TX

ELIZABETH A DAYTER

n/a

Cincinnati, OH

Richard Eric Pettway

Chartered Financial Analyst

Covington, KY

n/a

JILL LAUREN HENSON

Certified Financial Planner

Cincinnati, OH

James J Joo

Chartered Financial Analyst

COVINGTON, KY | Blue Ash, OH

n/a

STEPHEN ANDREW WENSTRUP

n/a

Centerville, OH | COVINGTON, KY

JAMES GERARD TILLAR

Chartered Financial Analyst

Centerville, OH | COVINGTON, KY

PATRICIA ANN KUHAR

n/a

COVINGTON, KY | Mentor, OH

Tyler James Verst

n/a

COVINGTON, KY

n/a

KEVIN REILLY KANE

n/a

Covington, KY

CARY SCOTT KORNICK

n/a

Round Lake, IL | COVINGTON, KY

PAULA JAN ABBOTT

Certified Financial Planner

COVINGTON, KY

JAMES WILLIAM OWENS

Certified Financial Planner

Covington, KY

MEGHAN ELIZABETH MULLIKIN

Certified Financial Planner

COVINGTON, KY

ADAM PETER LISOWSKY

Certified Financial Planner

COVINGTON, KY

Tyler Michael Malay

n/a

COVINGTON, KY

n/a

Michael Justin Wilhelm

n/a

COVINGTON, KY | Cincinnati, OH

n/a

Randolph J. Chavez

n/a

COVINGTON, KY

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LANG, ROBIN, MINTO

TRUSTEE OF STEPHAN LANG FAMILY TRUST

yes

12/1985

Aug 21, 2026

LANG, STEPHAN, GRAIG

MEMBER, TRUSTEE OF STEPHAN LANG

yes

08/2013

Aug 21, 2026

LANG, TYLER, SELBY

MANAGING MEMBER

yes

06/2014

Aug 21, 2026

MCNEELY, KATHRYN, C

MEMBER OF RICHARD ERIC RANDOLPH PETTWAY TRUST

yes

01/2020

Aug 21, 2026

OWENS, JAMES, WILLIAM

Member

yes

01/2020

Aug 21, 2026

Verst, Tyler, James

CHIEF OPERATIONS OFFICER

yes

08/2026

Aug 21, 2026

Whelan, Michael, J.

Member

yes

10/2019

Aug 21, 2026

STEPHAN LANG FAMILY TRUST DATED 12/9/1985

Member

yes

06/2014

Mar 30, 2017

Nov 1, 2024

ARMSTRONG, ANDY, JOHN

CHIEF COMPLIANCE OFFICER

04/2021

Aug 21, 2026

HENSON, JILL, LAUREN

Member

01/2022

Aug 21, 2026

Moschel, Laura, Suzanne

Member

01/2022

Aug 21, 2026

Pettway, Richard, Eric

CHIEF INVESTMENT OFFICER, TRUSTEE OF RICHARD ERIC RANDOLPH PETTWAY TRUST

08/2020

Mar 26, 2021

Nov 1, 2024

RICHARD ERIC R PETTWAY REV TRUST DATED 10/21/99

Member

08/2020

Mar 26, 2021

Nov 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

JOURNEY RISK SOLUTIONS, LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Cincinnati

United States

Dayton

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 1, 2026

$1.7B

$1.6B

n/a

2024

Apr 15, 2025

$1.5B

$1.4B

n/a

2023

Mar 20, 2024

$1.0B

$991M

n/a

2022

Mar 27, 2023

$837M

$822M

n/a

2021

Mar 21, 2022

$749M

$746M

n/a

2020

Mar 26, 2021

$647M

$643M

n/a

2019

Mar 25, 2020

$541M

n/a

2018

Mar 28, 2019

$188M

n/a

2017

Mar 28, 2018

$247M

n/a

2016

Mar 30, 2017

$226M

n/a

2015

Mar 29, 2016

$208M

n/a

2014

Mar 31, 2015

$213M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.7B

$1.5B

12.3%

$837M

25.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

TW ADVISORS

Jan 5, 2023

CENTERVILLE, OH

Firm absorbed

RIA to RIA

100.0%

CHANNEL ISLANDS GROUP

Aug 31, 2021

Aug 14, 2024

COVINGTON, KY

Team lift out

RIA to RIA

50.0%

CHANNEL ISLANDS GROUP

Feb 3, 2020

Dec 6, 2024

COVINGTON, KY

Team lift out

RIA to RIA

28.6%