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Triple Crown Wealth Management

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Client assets under management

$14,253,740

Clients

217

1% high-net worth

Advisors

2

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

109

Very High

Average account size

$65,685

About

Triple Crown Wealth Management is a fee-based investment adviser that primarily serves individual clients through discretionary asset management and related financial planning services. The firm reports about $14.3 million in regulatory assets under management across roughly 217 client relationships and charges advisory fees based on a percentage of assets under management.

The firm builds client-tailored portfolios using fundamental and technical analysis, typically performs account reviews quarterly (with more frequent reviews as market conditions dictate), and allows clients to impose written investment restrictions. TCWM discloses it manages certain accounts under an advisor master agreement with a third-party custodian and outlines common investment risks and limits on proxy voting in its brochure.

Distinctive features disclosed in the brochure include an affiliation with an insurance agency owned by the firm’s managing member, who is a licensed insurance agent and spends most of his time in that insurance practice; the brochure acknowledges the resulting conflict of interest and describes disclosure and mitigation measures. The firm also indicates it does not focus on high‑net‑worth clients and discloses the use of testimonials in its advertising, both of which are less common among comparable supported firms.

Client services

Portfolio management

Expertise

Wealth management

Fee options

Percentage

$0 - $2,500,000: 1.00% annually Over $2,500,000+: 0.75% annually

Commissions

Commissions may be earned on insurance products sold by representatives, separate from advisory fees.

Other

Fee-only: Annual investment advisory fee based on assets under management: 1.00% for assets up to $2,500,000; 0.75% for assets over $2,500,000. This is a tiered fee schedule, but the entire portfolio is charged the same asset management fee based on the tier the total assets fall into.

Main office location

Triple Crown Wealth Management

1792 Alysheba Way, Suite 100

Lexington KY 40509, United States

Number of offices

3

Most active in

More info

Kentucky · Ohio · Tennessee · Virginia · West Virginia

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 859-967-9272

Advisors at this firm

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Aaron S

Series 65

Lexington, KY

Triple Crown Wealth Management

Aaron Stelter is a financial advisor at Triple Crown Wealth Management in Lexington, KY, holding a Series 65 designation with two years of industry experience. He has worked at Lexington Financial and Lexington Financial Advisors since 2021 and previously spent three years at The Press and six years at Stelter Academy. Outside of advising, Aaron also works part-time as an insurance agent with Lexington Financial. Triple Crown Wealth Management provides discretionary asset management and investment advice primarily to individual clients, combining fundamental and technical analysis to tailor portfolios according to client goals and risk tolerance. The firm performs at least quarterly account reviews and serves a client base concentrated among non–high-net-worth individuals.

Wealth management
user avatar

Jason S

Series 65

Lexington, KY

Triple Crown Wealth Management

Jason Stelter is a financial advisor at Triple Crown Wealth Management with eight years of industry experience. He holds a Series 65 designation and has worked with Lexington Financial Advisors, LLC since 2017 and Lexington Financial, LLC since 2011, where he also serves as President. In addition to his advisory role, Stelter is a licensed insurance agent and dedicates significant time to managing insurance services for clients. Triple Crown Wealth Management provides discretionary asset management and investment advice primarily to individual clients. The firm combines fundamental and technical analysis to tailor portfolios according to client goals, with regular account reviews and options for written investment restrictions.

Wealth management
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