Thomas
Dupree

Dupree Financial Group, LLC

CRD#6992220
Investment Advisor
in Lexington, KY

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About this Advisor

Thomas Dupree is a financial advisor based in Lexington, Kentucky, working with Dupree Financial Group, LLC. Thomas has previously held positions at Indianapolis Colts, Dupree Financial Group, Samford University, Fayette County Public School, Tin Roof Bar, Strategy Financial Group, and Arizona Coyotes. Thomas has passed the Series 65 regulatory exam and is registered to provide services in Kentucky. Currently, Thomas is part of Dupree Financial Group, LLC, which operates out of Lexington, Kentucky. The firm has 5 employees and manages assets totaling $283.3 million. The firm serves high-net-worth clients and offers portfolio management for individuals and small businesses. The fee structure at Dupree Financial Group, LLC includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

237 East Main Street
Lexington, KY 40507

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Dupree Financial Group, LLC Brokerage Details

Total Assets Under Management

$283,324,441

KY Average: $949,722,027
Total Number of Employees

5

KY Average: 35
Total Number of Accounts

1,563

KY Average: 1,296
Average Account Size

$181,270

KY Average: $732,810

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Thomas Dupree Work History

2022 - Present (2 years)

Strategy Financial Group

2021 - 2022 (1 year)

Arizona Coyotes

2020 - 2021 (1 year)

Dupree Financial Group

2019 - 2020 (1 year)

Indianapolis Colts

2019 - 2019 (< 1 year)

Tin Roof Bar

2015 - 2018 (3 years)

Samford University

2010 - 2015 (5 years)

Fayette County Public School

Disclosures

Please visit the SEC profile of Thomas Dupree to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Dupree Financial Group, LLC

Michael Dawahare
Lexington, KY
Denise Rodriguez
Lexington, KY
Thomas Dupree
Lexington, KY
Micheal Johnson
Lexington, KY
Chadwick Sturgill
Lexington, KY
Thomas Dupree
Lexington, KY

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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