1500 Aristides Blvd.
Lexington, Kentucky 40511
Tel: 859-721-1466
MIDDLEGROUND CAPITAL, formally registered with the SEC as MIDDLEGROUND CAPITAL. The firm was established in 06/15/2018. They have over 2 offices throughout the country.
MIDDLEGROUND CAPITAL is a Lexington, Kentucky based Financial Planning firm with nearly $2,858,053,570 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 82 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 297235 |
SEC# | 801-113431 |
Assets Managed by Firm | $2,858,053,570 |
No. of Clients | 14 |
No. of Advisors | 82 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 14 | $2,858,053,570 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $14,542,535,000 | 140 | 14 |
$7,802,138,241 | 111 | 50 | |
$4,569,619,524 | 15255 | 169 | |
$4,512,203,227 | 108 | 14 | |
$3,974,646,909 | 108 | 19 |
Explore More Retirement Advisors in Lexington, Kentucky