Coleman Reid Whitmill

$349M regulatory AUM 211 advisory clients

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-11

Branch Locations

2704 Old Rosebud Road Suite 160, Lexington, KY 40509 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Bear Trace At Cumberland Mountain Golf Course	Crossville	TN	03/2019	08/2022
University Of Kentucky	Lexington	KY	01/2023	03/2024
Witt Financial Group	Crossville	TN	05/2023	08/2023
Fwg Investments, Llc	Lexington	KY	03/2024	Present
University Of Kentucky	Lexington	KY	08/2021	Present
Stone Memorial High School	Crossville	TN	08/2017	Present
Unemployed	Crossville	TN	01/2015	08/2017

03/2019 → 08/2022

Bear Trace At Cumberland Mountain Golf Course

Crossville, TN
01/2023 → 03/2024

University Of Kentucky

Lexington, KY
05/2023 → 08/2023

Witt Financial Group

Crossville, TN
03/2024 → Present

Fwg Investments, Llc

Lexington, KY
08/2021 → Present

University Of Kentucky

Lexington, KY
08/2017 → Present

Stone Memorial High School

Crossville, TN
01/2015 → 08/2017

Unemployed

Crossville, TN

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-01-23

Nearby Firms