Dupree Financial Group, LLC
Dupree Financial Group, LLC is an SEC-registered mass-market adviser in Lexington, KY with $404.4M assets under management (AUM, regulatory AUM), +22% over one year. See who owns Dupree Financial Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 131091, SEC 801-71497, data through 2026-04-17.
- AUM (assets under management / regulatory AUM)
- $404.4M (2026-04-17)
- Firm type
- Mass-Market Adviser
- Location
- Lexington, KY
- Employees
- 7
- Clients
- 825
- CRD
- 131091
- Ownership
- DUPREE, THOMAS, PARMELEE; DUPREE, ELIZABETH, HOST; GRIDER, MARGARET, LEE; DUPREE, THOMAS, P; AMBROSE, WILLIAM, MARTIN
How much AUM does Dupree Financial Group, LLC have?
Dupree Financial Group, LLC reported $404.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-17).
Who owns Dupree Financial Group, LLC?
Disclosed owners and executives of Dupree Financial Group, LLC include DUPREE, THOMAS, PARMELEE, DUPREE, ELIZABETH, HOST, GRIDER, MARGARET, LEE, DUPREE, THOMAS, P, AMBROSE, WILLIAM, MARTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.