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Linker Capital Management Inc (Louisville)


Linker Capital Management Inc is an adviser based in Louisville. It manages $49.22 million of regulatory assets for 22 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Kentucky.

Linker Capital Management provides portfolio management for individuals and small businesses and portfolio management for erisa plans, trusts, iras, segregated profit sharing participant portfolios. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Linker Capital Management: assets under management

The assets under management (AUM) of Linker Capital Management Inc is $49.22 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -42% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.24 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Linker Capital Management Inc for their services and products based on a percentage of assets under management 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 Louisville

The principal office where Linker Capital Management Inc performs its advisory services is located at 500 Starks Building, Louisville, KY 40202 2509, 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 502-584-3313 or by fax 502-584-3317. The normal business hours are 9:00am to 5:00pm est on Monday - Friday.


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