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Verrette Capital Management LLC (Lexington)


Verrette Capital Management LLC is a large advisory firm based in Lexington. It manages $31.2 million of regulatory assets for 228 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Kentucky.

Verrette Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Verrette Capital Management: assets under management

The assets under management (AUM) of Verrette Capital Management LLC is $31.2 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -7% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.2 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $136.83 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Verrette Capital Management 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 Verrette Capital Management LLC performs its advisory services is located at 1030 Monarch Street, Lexington, KY 40513, 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 859-296-1555 or by fax 859-296-0968. The normal business hours are 9:00 a.m. to 4:30 p.m. on Monday - Friday.


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