SourcingSourcing

JOURNEY ADVISORY GROUP, LLC

C20
CRD 171919·SEC 801-79934·COVINGTON, KY
AUM
$1.65B
$1B+
Est. Revenue
$16.5M
@ 1% on AUM
Est. EBITDA
$5.0M
@ 30% margin
Est. Deal Value
$39.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
JOURNEY ADVISORY GROUP, LLC
CRD
171919
SEC file #
801-79934
EIN
471164712
DBA names
—

Economics

AUM
$1.65B
AUM band
$1B+
AUM trajectory
'20'26
$187.5M → $1.65B▲ +782%
Client mix
Individuals Other522
Individuals High Net Worth337
Charitable Organizations11
Corporations10
Pension Profit Sharing Plans7

Operations

Employees (total)
31
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'20'26
5 advisors → 15 advisors▲ +200%
Primary office
COVINGTON KY
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
04/01/2026
ADV-W filed at
—
Website
youtube.com/@journeyadvisorygroup4049

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LANG, TYLER, SELBY
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
12
Control Persons
LANG, TYLER, SELBY
STEPHAN LANG FAMILY TRUST
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:journey.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001840085
Edgar Registered
Yes
Edgar Filing Count
25
Edgar First Filing Date
2021-01-19
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
23
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001765380-26-000165

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
20
Bc Firm IAR Count
20
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers2
Edgar Addresses
Mailing
50 E RIVERCENTER BLVDSUITE 301COVINGTON, KY 41011
Business
50 E RIVERCENTER BLVDSUITE 301COVINGTON, KY 41011
Edgar EIN
471164712
Edgar Recent Filings
13F-HR2026-05-05 · 0001765380-26-000165
13F-HR2026-01-27 · 0001765380-26-000040
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
5128339
Trust Company Affiliate
No

People (25)

25
LANG, TYLER, SELBY
IAR · Direct Owner · 62.5%
5128339
MCNEELY, KATHRYN, C
IAR · Executive Officer · 2.5%
3135273
Pettway, Richard, Eric
IAR · Executive Officer · 2.5%
7292249
HENSON, JILL, LAUREN
IAR · Executive Officer · 2.5%
4650069
OWENS, JAMES, WILLIAM
IAR · Executive Officer · 2.5%
4780124
LANG, ROBIN, MINTO
Executive Officer · 2.5%
6776798
STEPHAN GRAIG LANG
Executive Officer · 2.5%
6241222
Whelan, Michael, J.
Executive Officer · 2.5%
7205962
ANDY JOHN ARMSTRONG
Executive Officer · 2.5%
4448534
Moschel, Laura, Suzanne
Executive Officer · 2.5%
7521756
PATRICIA ANN KUHAR
IAR
4489004
James J Joo
IAR
7563480
Tyler James Verst
IAR
7844143
JAMES GERARD TILLAR
IAR
1923001
STEPHEN ANDREW WENSTRUP
IAR
1106106
Pashence Ann Barrera
IAR
7264643
Tyler Michael Malay
IAR
8080351
Michael Justin Wilhelm
IAR
8141788
ELIZABETH A DAYTER
IAR
6246548
PAULA JAN ABBOTT
IAR
3143531
ADAM PETER LISOWSKY
IAR
6411978
CARY SCOTT KORNICK
IAR
3086139
MEGHAN ELIZABETH MULLIKIN
IAR
5457744
KEVIN REILLY KANE
IAR
1097435
Randolph J. Chavez
IAR
6601128