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CONTEXT FINANCIAL LLC
Context Financial provides financial planning, investments, and insurance. The firm approaches financial life planning with decades of experience and focuses...
CONTEXT FINANCIAL LLC
Context Financial provides financial planning, investments, and insurance. The firm approaches financial life planning with decades of experience and focuses on clients' whole lives, not just their finances. They typically work with clients who have at least $750,000 in investable assets and charge a fee of 1% of assets managed.
General information
Firm type
RIA
Location
Region
North America
City
Lexington, KY
Principals
Josh Ackerman
Certified Financial Planner™
Brittany Hamilton
financial administrator
Tom Ackerman
Founder and Chief Marketing Officer
Tom Ackerman
Chief Marketing Officer
Frequently asked questions
What is CONTEXT FINANCIAL LLC?
CONTEXT FINANCIAL LLC is a ria headquartered in Lexington, KY.
Where is CONTEXT FINANCIAL LLC headquartered?
CONTEXT FINANCIAL LLC is headquartered in Lexington, KY, in the North America region.
What does Altss track for CONTEXT FINANCIAL LLC?
Altss maintains an OSINT-verified profile of CONTEXT FINANCIAL LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is CONTEXT FINANCIAL LLC's website?
CONTEXT FINANCIAL LLC's public website is contextfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is CONTEXT FINANCIAL LLC?
CONTEXT FINANCIAL LLC is classified by Altss as a RIA within the North America region.
How does Altss source intelligence on CONTEXT FINANCIAL LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was CONTEXT FINANCIAL LLC's Altss profile last updated?
CONTEXT FINANCIAL LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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