Context Financial LLC

Context Financial LLC (CRD# 281812) is a financial advisory firm headquartered in Lexington, KY. They manage $14,763,590 in 91 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    91
    ACCOUNTS
  • Average Account Value
    $162,237
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

KY

Financial Advisors at Context Financial LLC
Showing 1 - 2 of 2 top financial advisors.
1
Josh K. Ackerman
CRD#: 5157750
120 Kentucky Ave., Suite 120, Lexington, KY 40502
96
Wealthminder
score

Josh Ackerman (CRD# 5157750) is an Investment Advisor Representative working at Context Financial LLC in Lexington, KY and has over 6 years of experience in the finance industry. Josh Ackerman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Gene W. Shapiro
CRD#: 6786739
120 Kentucky Ave., Suite 120, Lexington, KY 40502
87
Wealthminder
score

Gene Shapiro (CRD# 6786739) is an Investment Advisor Representative working at Context Financial LLC in Lexington, KY and has 1 year of experience in the finance industry.

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