D. SCOTT NEAL, INC.

LEXINGTON, Kentucky·4 registered advisors·CRD# 110975

SEC# 801-600701859-254-3036

01

Firm Overview

AUM

$304M

Regulatory assets under management

Employees

10

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at D. SCOTT NEAL, INC.

4 registered advisors

David Scott Neal

LEXINGTON, Kentucky

Jerome George Zimmerer

LEXINGTON, Kentucky

Richard Laurence Coles

LEXINGTON, Kentucky

LEXINGTON, Kentucky

05

Office Locations

LEXINGTON, Kentucky

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Data sourced from SEC Form ADV filings. D. SCOTT NEAL, INC. (CRD# 110975) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.