Context Financial LLC

Context Financial LLC (CRD# 281812) is a financial advisory firm headquartered in Lexington, KY. They manage $13,500,000 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
120 Kentucky Ave., Suite 120, Lexington, KY 40502
https://www.contextfinancial.com
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $254,717
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

KY

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

Josh Ackerman (CRD# 5157750) is an Investment Advisor Representative working at Context Financial LLC in Lexington, KY and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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