# Bluegrass Financial Planning

Bluegrass Financial Planning is an Asset Manager based in Louisville, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Louisville, United States
- **Region:** North America
- **Address:** Paducah, KY, United States
- **Assets under management:** Undisclosed
- **Website:** bluegrassfinancialplanning.com

## Regulatory record

- **CRD number:** 169515
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169515

## About

BLUEGRASS FINANCIAL PLANNING, LLC is a state-registered investment adviser in LOUISVILLE, KY. The firm manages approximately $61 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Sectors

- Real Estate
- Private Credit

## Questions

### Where geographically does the firm invest?

The firm concentrates on western Kentucky, with Paducah as its base of operations. Transactions have extended regionally into Tennessee and southern Indiana. This narrow geographic focus allows the firm to underwrite risk with detailed, on-the-ground knowledge of local market conditions, employer bases, and real estate demand drivers.

### What investment stages and structures does the firm use?

The firm operates across the capital stack in real estate, originating senior secured loans, mezzanine debt, and direct equity positions. Transactions include acquisition financing, construction lending, and structured sale-leasebacks on commercial properties. This flexibility allows the firm to serve borrowers and projects that require custom financing solutions rather than standardized loan products.

## Related profiles

- [BLUE MOUNTAIN FINANCIAL PLANNING](https://altss.com/profile/blue-mountain-financial-planning)
- [Blueprint Investments and Tax Planning](https://altss.com/profile/blueprint-investments-and-tax-planning)

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Last updated: 2026-06-03T20:00:00.000Z

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