CONTEXT FINANCIAL LLC

CONTEXT FINANCIAL LLC of LEXINGTON, KY is an SEC-registered investment adviser (CRD 281812). Regulatory assets under management: $20.8M.

Registration

• CRD: 281812
• Type: Registered investment adviser
• Location: 120 KENTUCKY AVE., LEXINGTON, KY, 40502
• Phone: 859-514-1999
• Latest filing: 2026-06-22
• Regulatory AUM: $20.8M
• Non-discretionary AUM: $20.8M
• Clients: 2
• Accounts: 67

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281812 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search