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CRD 320791
LEXINGTON, KY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| BLUESPRING WEALTH PARTNERS, LLC | Owner | E | yes | 03/2022 | Apr 14, 2022 | Jul 17, 2024 |
| CZULNO, DANIEL, JOSEPH | MANAGING DIRECTOR, CHIEF OPERATIONS OFFICER | Na | yes | 03/2022 | Apr 14, 2022 | Jul 17, 2024 |
| KESTRA ADVISOR SERVICES HOLDINGS A, INC. | Owner | E | yes | 10/2014 | Apr 14, 2022 | Jul 17, 2024 |
| KESTRA ADVISOR SERVICES HOLDINGS B, INC. | Owner | E | yes | 10/2014 | Apr 14, 2022 | Jul 17, 2024 |
| KESTRA ADVISOR SERVICES HOLDINGS C, INC. | Owner | E | yes | 10/2014 | Apr 14, 2022 | Jul 17, 2024 |
| KESTRA FINANCIAL, INC. | Owner | E | yes | 04/2017 | Apr 14, 2022 | Jul 17, 2024 |
| KINGFISHER HOLDING A, INC. | Owner | E | yes | 06/2019 | Apr 14, 2022 | Jul 17, 2024 |
| KINGFISHER HOLDING B, INC. | Owner | E | yes | 06/2019 | Apr 14, 2022 | Jul 17, 2024 |
| KINGFISHER HOLDING GP, LLC | GENERAL PARTNER | F | yes | 06/2019 | Mar 20, 2023 | Jul 17, 2024 |
| KINGFISHER HOLDING L.P. | Owner | E | yes | 06/2019 | Apr 14, 2022 | Jul 17, 2024 |
| NORWOOD, ROBERT, BREDT | VICE PRESIDENT | Na | yes | 03/2022 | Apr 14, 2022 | Jul 17, 2024 |
| OAK HILL CAPITAL PARTNERS VI (ONSHORE), L.P. | Owner | C | yes | 02/2023 | Mar 20, 2023 | Jul 17, 2024 |
| OAK HILL CAPITAL PARTNERS VI (TE 892), L.P. | Owner | C | yes | 02/2023 | Mar 20, 2023 | Jul 17, 2024 |
| OHCP VI ENZO AGGREGATOR, L.P. | Owner | C | yes | 02/2023 | Mar 20, 2023 | Jul 17, 2024 |
| Osborne, Angela, Maren | VICE PRESIDENT | Na | yes | 03/2022 | Apr 14, 2022 | Jul 17, 2024 |
| TATRO, WILLIAM, LEWIS | MANAGING DIRECTOR , CHIEF INVESTMENT OFFICER | Na | yes | 03/2022 | Apr 14, 2022 | Jul 17, 2024 |
| WARBURG PINCUS FINANCIAL SECTOR, L.P. | LIMITED PARTNER | C | yes | 06/2019 | Mar 20, 2023 | Jul 17, 2024 |
| Buckner, Harold | VICE PRESIDENT | Na | no | 03/2022 | Apr 14, 2022 | Jul 17, 2024 |
| HOWELL, STACY, RIA | CHIEF COMPLIANCE OFFICER | Na | no | 06/2022 | Jul 14, 2022 | Jul 17, 2024 |
| MARKHAM, LORI, ANN | ASSISTANT SECRETARY | Na | no | 03/2022 | Apr 14, 2022 | Jul 17, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES, LLC | n/a | Bd affiliated wealth | $80B | N | yes | n/a |
| KESTRA PRIVATE WEALTH SERVICES, LLC | n/a | Bd affiliated wealth | $13B | N | yes | n/a |
| KESTRA INVESTMENT SERVICES, LLC | n/a | Former SEC adviser | $12B | N | yes | n/a |
| SNS FINANCIAL GROUP, LLC | n/a | Independent wealth | $5.4B | N | yes | n/a |
| KESTRA INVESTMENT MANAGEMENT, LLC. | n/a | Asset manager | $4.3B | N | yes | n/a |
| PROVISE MANAGEMENT GROUP, LLC | n/a | Independent wealth | $2.0B | N | yes | n/a |
| CAPITAL PLANNING ADVISORS LLC | n/a | Former SEC adviser | $1.5B | N | yes | n/a |
| BEACON RETIREMENT PLANNING SERVICES INC. | n/a | Independent wealth | $1.3B | N | yes | n/a |
| GOLDSTEIN ADVISORS, LLC | n/a | Independent wealth | $1.1B | N | yes | n/a |
| BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. | n/a | Former SEC adviser | $872M | N | yes | n/a |
| HUGHES FINANCIAL SERVICES, LLC | n/a | Independent wealth | $760M | N | yes | n/a |
| HEDEKER WEALTH LLC | n/a | Independent wealth | $595M | N | yes | n/a |
| RITTER DANIHER FINANCIAL ADVISORY LLC | n/a | Former SEC adviser | $493M | N | yes | n/a |
| HICKORY ASSET MANAGEMENT, INC. | n/a | Former SEC adviser | $249M | N | yes | n/a |
| KESTRA INSTITUTIONAL SERVICES, LLC | n/a | No RAUM reported | $0 | N | yes | n/a |
| AMERICAN FINANCIAL SOLUTIONS, INC. | n/a | n/a | n/a | N | yes | n/a |
| ARDEN TRUST COMPANY | n/a | n/a | n/a | N | yes | n/a |
| BERNARD R. WOLFE & ASSOCIATES, INC. | n/a | n/a | n/a | N | yes | n/a |
| COMPASS CAPITAL MANAGEMENT, INC. | n/a | n/a | n/a | N | yes | n/a |
| KESTRA INSURANCE SERVICES, LLC | n/a | n/a | n/a | N | yes | n/a |
| OKLAHOMA FINANCIAL CENTER, INC. | n/a | n/a | n/a | N | yes | n/a |
| VECTOR INSURANCE SERVICES, INC. | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| n/a | n/a | n/a | 1 | no |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 20, 2026 | $479M | $479M | 8 | 6 | 0 | n/a | n/a |
| 2024 | Mar 20, 2025 | $411M | $411M | 7 | 6 | 1 | n/a | n/a |
| 2023 | Mar 18, 2024 | $332M | $332M | 7 | 5 | 1 | n/a | n/a |
| 2022 | Mar 20, 2023 | $270M | $264M | 6 | 4 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 5 | -5 | n/a | 0 | 5 | 0 | 0 | 5 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $479M | $411M | 16.4% | $270M | 21.1% | 8 | 7 | 0 | 1 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| BLUESPRING WEALTH MANAGEMENT, LLC | 5 | Jul 8, 2026 | Jun 24, 2026 | LEXINGTON, KY | Firm absorbed | RIA to RIA | 100.0% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| JOULE FINANCIAL | 2 | Jun 29, 2022 | Jun 14, 2022 | LEXINGTON, KY | Channel change | RIA to RIA | 100.0% |