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Moneywatch Advisors
Moneywatch Advisors is an SEC-registered investment adviser in Lexington, KY, since 1986. The firm manages approximately $330 million in assets.
Moneywatch Advisors
Moneywatch Advisors is an SEC-registered investment adviser in Lexington, KY, since 1986. The firm manages approximately $330 million in assets. It has 6 employees and 3 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
1986
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Lexington
Corporate office
121 Walton Avenue, Lexington, Kentucky 40508, United States
Principals
Lee
Contact (per firm website)
Frequently asked questions
How does Moneywatch Advisors charge for its services?
The firm describes itself as fee-only, meaning it does not earn commissions on transactions. This structure is intended to align the firm's incentives with client outcomes rather than product sales.
What types of clients does Moneywatch Advisors typically serve?
Its website specifically references University of Kentucky faculty and staff, young professionals starting to invest, and individuals approaching retirement. This suggests a geographic and demographic concentration in the Lexington, Kentucky area.
Does Moneywatch Advisors manage institutional capital or family-office mandates?
No institutional or family-office mandates are disclosed. The firm's public materials describe it as a personal financial planning and investment advisory practice for individuals, not an institutional asset manager.
Who leads investment decisions at Moneywatch Advisors?
The firm does not publish biographies or an investment committee page. The only name listed on the contact page is 'Lee,' with an email address. No named CIO or portfolio manager is identified.
What investment strategies does Moneywatch Advisors offer?
The firm's website states it does not push a particular investment strategy and tailors advice to individual client needs. No specific asset-class allocations, proprietary funds, or model portfolios are detailed publicly.
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