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Nathan Andrew LLC (Lexington)


Nathan Andrew LLC is a large advisory firm based in Lexington. It manages $106 million of regulatory assets for 410 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Kentucky.

Nathan Andrew provides financial planning services and portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Nathan Andrew: assets under management

The assets under management (AUM) of Nathan Andrew LLC is $106 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $106 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $258.54 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Nathan Andrew LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lexington

The principal office where Nathan Andrew LLC performs its advisory services is located at 1792 Alysheba Way, Lexington, KY 40509, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 859-300-3030 or by fax 859-300-3025. The normal business hours are 8:00 am-5:00 pm on Monday - Friday.


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