# Advantage Investment Management

Advantage Investment Management is a Bank / Wealth / Trust based in Louisville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Louisville, United States
- **Region:** North America
- **Address:** 2319 Lime Kiln Lane, Suite A, Louisville, KY 40222, United States
- **Founded:** 2005
- **Assets under management:** Undisclosed
- **Website:** www.aim-rps.com
- **LinkedIn:** https://www.linkedin.com/company/11051983

## Regulatory record

- **CRD number:** 146493
- **SEC file number:** 801-125798
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/146493

## About

Advantage Investment Management is a strategic wealth planning and investment management company founded in 2005. The firm is based in Louisville, Kentucky, and provides financial planning and wealth management guidance to families and businesses. The team has nearly 75 years of combined experience in financial planning and wealth management.

## People

- Don Garton — CFP®, ChFC®, CRPs®
- Billy Fowler
- Michael Garton
- Lisa Heffley

## Questions

### Who runs investment decisions at Advantage Investment Management?

Don Garton leads the firm as its senior advisor, holding CFP, ChFC, and CRPs designations. The team includes Billy Fowler, Michael Garton, and Lisa Heffley, though specific portfolio-management responsibilities are not publicly delineated on the firm's website.

### In which asset classes does AIM typically invest client portfolios?

The firm describes building personalized portfolios from a data-informed process; client testimonials reference ongoing discussions about risk tolerance, value-based preferences, and market trends. Specific asset classes are not enumerated on the site, though retail advisory portfolios commonly include equities and fixed income.

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Last updated: 2026-07-10T19:08:58.000Z

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