# CONTEXT FINANCIAL LLC

CONTEXT FINANCIAL LLC is a RIA based in Lexington, KY.

## Overview

- **Organization type:** RIA
- **Headquarters:** Lexington, KY
- **Region:** North America
- **Assets under management:** Undisclosed
- **Website:** https://contextfinancial.com

## Regulatory record

- **CRD number:** 281812
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281812

## About

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.

## People

- Josh Ackerman — Certified Financial Planner™
- Brittany Hamilton — financial administrator
- Tom Ackerman — Founder and Chief Marketing Officer
- Tom Ackerman — Chief Marketing Officer

## Related profiles

- [Lenape Investments](https://altss.com/profile/lenape-investments-llc)
- [Tidehaven Wealth](https://altss.com/profile/tidehaven-wealth-llc)

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Last updated: 2026-08-11T15:06:27.647Z

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