Parthenon LLC

Parthenon LLC (CRD# 107794) is a financial advisory firm headquartered in Louisville, KY. They manage $586,516,354 in 340 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    587
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $1,725,048
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

FL, IN, KY, OH, TN, TX, VA

Financial Advisors at Parthenon LLC
Showing 1 - 7 of 7 top financial advisors.
1
Todd P. Lowe
CRD#: 1105618
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
101
Wealthminder
score
Todd Lowe (CRD# 1105618) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 33 years of experience in the finance industry. Todd Lowe 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 putclients' interests first and comply with the Financial Planning Practice Standards.
2
John M. Barr, Ii
CRD#: 1014461
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
93
Wealthminder
score

John Barr, Ii (CRD# 1014461) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 36 years of experience in the finance industry.

3
Beverly S. Clark
CRD#: 1378198
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
93
Wealthminder
score

Beverly Clark (CRD# 1378198) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 32 years of experience in the finance industry.

4
Tony H. Coffey
CRD#: 2464952
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
93
Wealthminder
score

Tony Coffey (CRD# 2464952) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 23 years of experience in the finance industry.

5
Thomas A. Corea
CRD#: 1711319
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
93
Wealthminder
score

Thomas Corea (CRD# 1711319) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 30 years of experience in the finance industry.

6
Panayiota G. Jones
CRD#: 1240508
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
93
Wealthminder
score

Panayiota Jones (CRD# 1240508) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 33 years of experience in the finance industry.

7
Dianna L. Saylor
CRD#: 1899902
9900 Corporate Campus Drive, Suite 2100, Louisville, KY 40223
93
Wealthminder
score

Dianna Saylor (CRD# 1899902) is an Investment Advisor Representative working at Parthenon LLC in Louisville, KY and has over 28 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.