Investment Answers
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$49,341,326
Clients
251
9% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
251
Very HighAverage account size
$196,579
About
Investment Answers provides discretionary and non‑discretionary portfolio management primarily to individual and high‑net‑worth clients, preparing an Investment Policy Statement for each relationship. Services cover a broad range of investments including mutual funds, equities, fixed income, ETFs (including precious‑metal ETFs), private equity funds, and insurance products such as annuities.
The firm implements three model portfolios (Conservative, Balanced, Growth) tailored to client goals, time horizon, and documented risk tolerance, and performs at least quarterly portfolio reviews while clients receive monthly custodian statements. Its investment process combines charting (technical) and fundamental analysis and includes both long‑term and short‑term trading strategies.
Notably, the firm maintains an unusually high number of client relationships per advisory professional (over 250 clients per advisor), which is atypical among peers and indicates a more model‑driven service delivery. The firm is also affiliated with an insurance business and discloses that its advisory personnel are licensed to recommend commissionable insurance products, a relationship it acknowledges as a potential conflict of interest.
Client services
Portfolio management
Expertise
Active portfolio management
Private / alternative investments
Fee options
$0 - $500,000: 1.80% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.20% $2,000,001+: 1.00%
Main office location
Investment Answers
4205 Springhurst Boulevard, Suite 102
Louisville KY 40241, United States
Number of offices
1
Most active in
Investment Answers has reported serving >5 clients in these states in the last 12 months.
Georgia · Indiana · Kentucky
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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Website
502-690-3434
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