# PRIVATE CLIENT SERVICES, LLC

PRIVATE CLIENT SERVICES, LLC of LOUISVILLE, KY is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 120222
- Type: SEC-registered investment adviser
- SEC file number: 801-71475
- Location: 2225 LEXINGTON ROAD, LOUISVILLE, KY, 40206
- Phone: 502-451-0600
- Latest filing: 2026-03-14
- Regulatory AUM: $1.4B
- Discretionary AUM: $561.6M
- Non-discretionary AUM: $821.5M
- Clients: 60
- Accounts: 8,765

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (22)

| Name | Role | Location |
| --- | --- | --- |
| Ernest Aubrey Sampson | MANAGING MEMBER, ESOP TRUSTEE; SHAREHOLDER | — |
| John Philip Taylor-Jones | CHIEF COMPLIANCE OFFICER | — |
| Mary Elizabeth Wescott | CHIEF ADMINISTRATION OFFICER | — |
| Julia Meyer Ironside | FINOP | — |
| Timothy Daley Graham | PRESIDENT | — |
| Steven Richard Mills | CHIEF OPERATIONS OFFICER | — |
| Timothy David Gacsy | CHIEF FINANCIAL OFFICER | — |
| MATTERA RICHARD JOSEPH | FINOP | — |
| COSTENBADER WALTER RUSSELL | CFO/FINOP | — |
| OHLIN PAUL ROBERT | CFO/FINOP | — |
| SAMPSON ERNEST AUBREY | CEO; MANAGING MEMBER; MANAGING MEMBER, ESOP TRUSTEE (+1 more) | — |
| HILL JOHN EDWARD | CHIEF COMPLIANCE OFFICER | — |
| KOST TODD SHANNON | SEC / TREAS | — |
| CRAVENS CHERYL RENEE | CHIEF COMPLIANCE OFFICER | — |
| TAYLOR-JONES JOHN PHILIP | CHIEF COMPLIANCE OFFICER | — |
| KAPPOTIS ERNEST D | FINOP | — |
| WESCOTT MARY ELIZABETH | CHIEF ADMINISTRATION OFFICER; CHIEF OPERATIONS OFFICER; OPERATIONS OFFICER | — |
| ARMOCK RYAN JOSEPH | CHIEF OPERATIONS OFFICER | — |
| MILLS STEVEN RICHARD | CHIEF OPERATIONS OFFICER | — |
| GRAHAM TIMOTHY DALEY | CHIEF OPERATIONS OFFICER; PRESIDENT | — |
| IRONSIDE JULIA MEYER | FINOP | — |
| GACSY TIMOTHY DAVID | CHIEF FINANCIAL OFFICER | — |


## Disclosures (5)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2011-02-10 | regulatory | FIRM FAILED TO COMPLY WITH THE 5/19/10 CONDITIONAL REGISTRATION OF AGENT PAULA PARKERSON, VIS-A-VIS THE FIRM-ASSIGNED REGISTERED PRINCIPAL'S FAILURE TO MAINTAIN EVIDENCE OF PERIODIC CUSTOMER ACCOUNT REVIEWS AS REQUIRED. | Final | $1K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120222/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120222/similar
- Related entities: https://search.stillhousedata.com/firm/120222/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120222

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.