Advantage Investment Management

CRD 146493 · Louisville, KY · $215.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 146493
SEC number: 801-125798
Firm type: RIA
Assets under management: $215.4M as of Mar 25, 2026
Website: www.linkedin.com/COMPANY/11051983 ↗
Phone: 502-212-3000
Address: 2319 Lime Kiln Lane, Louisville, KY, 40222

Advisors at this firm

5 in our index · page 1 of 1

Michael Alexander ColeCRD 7270084 · Louisville, KY

IA RegisteredRegistration inactive
William Thomas FowlerCRD 3087793 · Louisville, KY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Donald Lee GartonCRD 2125313 · Louisville, KY

IA RegisteredRegistration inactive

Disclosure event(s) on record
Michael Joseph GartonCRD 7149886 · Louisville, KY

IA Registered
Lisa Carol HeffleyCRD 1823107 · Louisville, KY

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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