Dupree Financial Group, LLC

$404.4MAssets under management
as of Aug 2026 · SEC Form ADV
Lexington, KY
Visit websiteLinkedIn
7 people on Advicer connected to this.

Tech stack

No one at Dupree Financial Group, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Dupree Financial Group, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Fidelity
Per Form ADV · $275M held · filed Mar 2024
Schwab
Per Form ADV · $8M held · filed Mar 2024