Atlas Brown
Atlas Brown provides wealth management and family office services to clients. Its stated areas include evaluating investment options and alternative investments.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Not stated
State list
Kentucky Family Office List
This page covers six family offices associated with Kentucky and adds nine nearby offices for a broader regional search. The Kentucky entries include two single-family offices and four multifamily offices. Louisville accounts for five of the six entries, with one in Lexington. Private equity is the most frequently recorded focus, appearing for four offices. Alternative investments and real estate each appear twice, alongside interests such as insurance, stocks, bonds, mutual funds and ETFs. This information may help founders, fund managers and advisers identify possible regional research leads, but it is not evidence that an office is seeking a deal or has a mandate that fits a particular proposal. The nearby offices can extend a search beyond state borders. The free page presents public firm-level fields; the full list adds contact data, decision makers and check size fields for more targeted follow-up.
At a glance
- The page lists 6 Kentucky offices and adds 9 nearby offices.
- Four of the Kentucky entries are multifamily offices.
- Louisville accounts for 5 listed offices.
- Private equity is a recorded focus for 4 offices.
- One office has disclosed AUM.
Family office profiles (6)
Coverage among Kentucky-based offices is limited, and the team can help scope a wider search.
Want more family offices in this area?
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
Public firm-level fields only. Contact details are withheld. Order follows disclosed assets under management where available, then profile depth. It is not a ranking.
Louisville (5)
ACCESS Wealth Management
ACCESS Wealth Management provides investment management, financial planning, multi-family office services, and asset protection. It helps clients assemble portfolios, grow assets, and plan for income across generations.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Not stated
ARGI Multi-Family Office
ARGI Multi-Family Office works with clients to address personal, business, and social aspects of wealth through financial planning.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Public Equities, Fixed Income, Funds, Hedge Funds, Real Estate, Private Equity
Thornton Capital, LLC
Thornton Capital is a private family office focused on long-term growth investments in real estate, venture capital and private equity.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity, Real Estate, Venture Capital
- Wealth source
- Not stated
Zelkova Strategic Partners, LLC
Zelkova Strategic Partners works with multi generational families to manage wealth through a fee based platform of services. It provides financial process support and specialized advisory services.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Private Equity
Lexington (1)
Muir Station Capital LLC
Muir Station Capital manages assets for the Beck family, with stated interests in food and agriculture, real estate and construction, sports and entertainment, and thoroughbred horses.
- AUM range
- Not stated
- Check size
- Not stated
- Asset classes
- Real Estate
- Wealth source
- Beck family
Also nearby
More family offices from nearby areas.
Orchard Holdings Group, LLC
Orchard Holdings Group is a private investment firm that invests family capital in businesses with potential for long-term value creation. It partners with management teams to build businesses over time.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Funds
- Wealth source
- Not stated
Oxford Financial Group, Ltd.
Oxford Financial Group is a multi-family office and independent wealth management firm serving families and institutions. It provides estate planning advice and investment strategies, with expertise in alternative investments and private equity.
- AUM range
- Over $20B
- Check size
- Not stated
- Asset classes
- Private Equity, Hedge Funds
Key Family Wealth
Key Family Wealth is the multi-family office division of Key Private Bank, providing wealth planning and investment services to families. Its offerings include investment, tax, philanthropic, credit and estate planning, as well as enterprise consulting, legacy planning, education, foundation and accounting services.
- AUM range
- $5B-$20B
- Check size
- Not stated
- Asset classes
- Not stated
Trust Company Family Offices
Trust Company Family Offices is a multi-family office serving families, businesses, and nonprofit organizations. It provides fiduciary services, trust administration, investment management, and coordinated advisory support.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity, Fixed Income, Hedge Funds, Funds
Paragon Advisors, Inc.
Paragon Advisors is a multi-family office that manages family wealth. Its services include organizing financial matters, reviewing assets and developing wealth and tax strategies.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
CM Wealth Advisors, LLC
CM Wealth Advisors is a multi-family office serving client families, charitable foundations, and endowments. It began as a single-family office and later expanded to serve multiple clients.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Private Equity
Fairway Wealth Management LLC
Fairway Wealth Management provides family office services alongside wealth management. Its stated service areas include financial planning and trusts and trustees.
- AUM range
- $1B-$5B
- Check size
- Not stated
- Asset classes
- Not stated
Cardinal Equity Partners
Cardinal Equity Partners is a multi-family investment firm that acquires controlling interests in middle-market businesses in the eastern United States. It invests its own capital in niche manufacturing, value-added distribution, and service companies.
- AUM range
- $50M-$250M
- Check size
- Not stated
- Asset classes
- Private Equity, Venture Capital
Kirtland Hills Capital Management, LLC
Kirtland Hills Capital Management provides investment research, portfolio management, and data consulting for family offices and high-net-worth families. It builds customized public equity portfolios using quantitative tools and qualitative analysis.
- AUM range
- $250M-$1B
- Check size
- Not stated
- Asset classes
- Public Equities
Videos for this list
Coverage among Kentucky-based offices is limited, and the team can help scope a wider search.
Want more family offices in this area?
Reach out and our team will help you build out this list and your relationships in the industry. Tell us the region, office type and focus you care about, and we will take it from there.
From our events, workshops and tools
340 events hosted since 2007, from summits to small workshops.
Questions about this list
How many Kentucky offices are on the page?
The page lists six offices associated with Kentucky and adds nine nearby offices to broaden the regional search. The Kentucky entries include two single-family offices and four multifamily offices. Nearby additions are separate from the count of Kentucky-based offices.
Which Kentucky cities are represented?
Louisville accounts for five of the six listed Kentucky offices, and Lexington accounts for one. These figures describe recorded office locations. They do not indicate that investment activity is limited to those cities or to Kentucky.
What investment interests are most common?
Private equity appears as a recorded focus for four offices. Alternative investments and real estate each appear twice. The database also records interests such as insurance, stocks, bonds, mutual funds and ETFs. Confirm an office's current mandate and investment criteria before approaching.
How should I approach a Kentucky family office?
Explain why your business or fund may fit the office's recorded focus, and be direct about the conversation or investment you are seeking. Keep the initial note concise and factual, with a clear summary of the opportunity. Check the appropriate contact route and avoid sending confidential materials without invitation.
What does the full list add?
The full list adds contact data, decision makers and check size fields to the public firm-level fields on this page. This information can help you identify a relevant person and assess whether the stated investment profile merits research. It does not guarantee interest, a response or an investment.
Request the full list
Request the full Kentucky family office list
Submit the form to request the full list with contact data, decision makers and check size fields. The added information can help you assess potential fit across Kentucky and nearby offices and prepare a focused outreach plan for your business or fund.
Details that help us respond:
- Target geography (states, cities, countries)
- Office type: single family office, multi-family office or both
- Stated investment focus, sector or strategy
- How you plan to use the list
Prefer the phone? Call (808) 600-9260. Other ways to reach us: Get matched or Talk to us.
The request form loads here. If it does not appear, call (808) 600-9260 or email Richard@InvestorClub.com.
We use your details to answer your request. See our privacy policy. A request does not create an introduction or a promise of funding.