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Private Wealth Daily
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The Lean 100 · 2026 edition
No.13
Spectrum Financial Alliance, Ltd., L.L.C. logo

Spectrum Financial Alliance, Ltd., L.L.C.

Nicholasville, KY · Firm website

153%AUM growth, 2024 to 2026
$813MAUM in the 2026 filing
37%client growth
14people at the firm

AUM by filing

$228M2023
$321M2024
$517M2025
$813M2026

Clients by filing

4632023
4922024
5632025
6742026

Key people

  • Charles BuckleyFounderOwner · 30 years at the firm
    in
  • Chris EdneyDirector of Advisory Services1 year at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth153%104%
  • Client growth37%43%
  • People147
  • AUM per person$58.1M$49.7M

Rank by measure

  • Official rankNo. 13153%
  • Client growthNo. 5737%
  • AUM added per personNo. 36$35.1M
  • AUM per personNo. 40$58.1M
← No. 12 Revere AssetNo. 14 Vistica Wealth Advisors →
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Spectrum Financial Alliance, Ltd., L.L.C.: No. 13 on The Lean 100 (2026) — Private Wealth Daily