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Proactive Advisors, LLC (Lexington)


Proactive Advisors, LLC is an adviser based in Lexington. It manages $32.28 million of regulatory assets for 65 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Kentucky and South Carolina.

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Proactive Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and retirement planning & asset allocation services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Proactive Advisors: assets under management

The assets under management (AUM) of Proactive Advisors, LLC is $32.28 million. The firm's AUM has grown by 93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $21.23 million in discretionary accounts and $11.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $359.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.84 million.
Proactive Advisors has custody of $24 million in cash and securities for 48 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Proactive Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Proactive Advisors, LLC performs its advisory services is located at 444 East Main Street, Lexington, KY 40507 1920, 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 859-263-1117 X224 or by fax 859-263-1312. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at www.proactivemoneymanagement.com.


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